Clear Perspectives Financial Planning’s Verizon VZ Stock Holding History

Clear Perspectives Financial Planning’s Portfolio VZ Stock Details VZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$1.63K	Hold	42	–	–	﹤0.01%	170
2022 Q4	$1.66K	Hold	42	–	–	﹤0.01%	189
2022 Q3	$2K	Buy	+42	New	+$1.87K	﹤0.01%	189

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clear Perspectives Financial Planning's VZ Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Verizon (VZ) position steady in Q1 2023 at 42 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #170.

Clear Perspectives Financial Planning first reported a position in VZ in Q3 2022 and has held it in 3 quarters since. The position peaked at $2K in Q3 2022. 2,828 funds tracked by Wall St. Rank hold VZ as of Q1 2023.

Clear Perspectives Financial Planning held 42 shares of Verizon worth $1.63K as of Q1 2023.
Clear Perspectives Financial Planning left its Verizon share count unchanged in Q1 2023.
Verizon made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #170 holding.
Clear Perspectives Financial Planning first reported a position in Verizon in Q3 2022 and has held it in 3 quarters since.
Clear Perspectives Financial Planning's Verizon position peaked at $2K in Q3 2022.
2,828 funds tracked by Wall St. Rank held Verizon as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.