Compass Financial Advisors’s Verizon VZ Stock Holding History

Compass Financial 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 Q2	–	Sell	-7,998	Closed	-$311K	–	115
2023 Q1	$311K	Sell	7,998 -219	-3%	-$8.64K	0.39%	88
2022 Q4	$324K	Buy	8,217 +545	+7%	+$20.5K	0.44%	79
2022 Q3	$291K	Buy	7,672 +62	+0.8%	+$2.76K	0.43%	81
2022 Q2	$386K	Buy	7,610 +430	+6%	+$21.8K	0.53%	69
2022 Q1	$366K	Buy	7,180 +1,789	+33%	+$94.8K	0.4%	87
2021 Q4	$280K	Buy	+5,391	New	+$281K	0.31%	107

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

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

Norges Bank Oslo, Norway $935B AUM

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

Compass Financial Advisors's VZ Position: Q2 2023 in Review

Compass Financial Advisors sold out of Verizon (VZ) in Q2 2023, closing a stake of 7,998 shares — an estimated $311K sold.

Compass Financial Advisors first reported a position in VZ in Q4 2021 and held it in 6 quarters. The position peaked at $386K in Q2 2022. 2,763 funds tracked by Wall St. Rank hold VZ as of Q2 2023.

Compass Financial Advisors reported no remaining Verizon position as of Q2 2023 after selling out during the quarter.
Compass Financial Advisors sold 7,998 Verizon shares in Q2 2023, an estimated $311K.
Compass Financial Advisors first reported a position in Verizon in Q4 2021 and held it in 6 quarters.
Compass Financial Advisors's Verizon position peaked at $386K in Q2 2022.
2,763 funds tracked by Wall St. Rank held Verizon as of Q2 2023.

Based on Compass Financial Advisors's 13F filing for Q2 2023.