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Clearview Wealth Advisors’s Verizon VZ Stock Holding History

Clearview Wealth Advisors’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
Q3 		– Sell
-969
Closed -$36.1K – 637
2023
Q2 		$36.1K Buy
969
+10
+1% +$370 0.04% 215
2023
Q1 		$37.3K Sell
959
-64
-6% -$2.52K 0.04% 215
2022
Q4 		$40.3K Sell
1,023
-56
-5% -$2.11K 0.03% 177
2022
Q3 		$41K Buy
1,079
+8
+0.7% +$356 0.03% 189
2022
Q2 		$54K Sell
1,071
-116
-10% -$5.87K 0.04% 179
2022
Q1 		$61K Sell
1,187
-177
-13% -$9.38K 0.04% 181
2021
Q4 		$71K Sell
1,364
-1,722
-56% -$89.8K 0.04% 197
2021
Q3 		$167K Sell
3,086
-1,112
-26% -$61.5K 0.11% 124
2021
Q2 		$235K Sell
4,198
-980
-19% -$56.2K 0.15% 105
2021
Q1 		$301K Buy
5,178
+8
+0.2% +$451 0.2% 94
2020
Q4 		$304K Buy
+5,170
New +$307K 0.2% 88

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Clearview Wealth Advisors's VZ Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Verizon (VZ) in Q3 2023, closing a stake of 969 shares — an estimated $36.1K sold.

Clearview Wealth Advisors first reported a position in VZ in Q4 2020 and held it in 11 quarters. The position peaked at $304K in Q4 2020. 2,607 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Verizon position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 969 Verizon shares in Q3 2023, an estimated $36.1K.
  • Clearview Wealth Advisors first reported a position in Verizon in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Verizon position peaked at $304K in Q4 2020.
  • 2,607 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.