Consolidated Capital Management’s Verizon VZ Stock Holding History

Consolidated Capital Management’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
2022 Q2	–	Sell	-107,824	Closed	-$5.49M	–	56
2022 Q1	$5.49M	Sell	107,824 -18,438	-15%	-$977K	2.49%	19
2021 Q4	$6.56M	Sell	126,262 -1,713	-1%	-$89.4K	2.91%	17
2021 Q3	$6.91M	Buy	127,975 +2,737	+2%	+$151K	3.25%	13
2021 Q2	$7.02M	Buy	+125,238	New	+$7.19M	3.24%	12
2019 Q2	–	Sell	-9,108	Closed	-$539K	–	40
2019 Q1	$539K	Sell	9,108 -91	-1%	-$5.15K	0.34%	32
2018 Q4	$517K	Buy	9,199 +76	+0.8%	+$4.31K	0.42%	32
2018 Q3	$487K	Hold	9,123	–	–	0.32%	36
2018 Q2	$459K	Sell	9,123 -135	-1%	-$6.54K	0.34%	36
2018 Q1	$443K	Sell	9,258 -265	-3%	-$13.3K	0.35%	38
2017 Q4	$504K	Buy	9,523 +880	+10%	+$43.3K	0.52%	37
2017 Q3	$428K	Buy	8,643 +3,339	+63%	+$157K	0.55%	34
2017 Q2	$237K	Sell	5,304 -59	-1%	-$2.75K	0.35%	33
2017 Q1	$261K	Sell	5,363 -43,885	-89%	-$2.2M	0.41%	33
2016 Q4	$2.63M	Buy	+49,248	New	+$2.46M	5.21%	7

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

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Consolidated Capital Management's VZ Position: Q2 2022 in Review

Consolidated Capital Management sold out of Verizon (VZ) in Q2 2022, closing a stake of 107,824 shares — an estimated $5.49M sold.

Consolidated Capital Management first reported a position in VZ in Q4 2016 and held it in 14 quarters. The position peaked at $7.02M in Q2 2021. 2,969 funds tracked by Wall St. Rank hold VZ as of Q2 2022.

Consolidated Capital Management reported no remaining Verizon position as of Q2 2022 after selling out during the quarter.
Consolidated Capital Management sold 107,824 Verizon shares in Q2 2022, an estimated $5.49M.
Consolidated Capital Management first reported a position in Verizon in Q4 2016 and held it in 14 quarters.
Consolidated Capital Management's Verizon position peaked at $7.02M in Q2 2021.
2,969 funds tracked by Wall St. Rank held Verizon as of Q2 2022.

Based on Consolidated Capital Management's 13F filing for Q2 2022, filed 20 Jul 2022.