Cordatus Wealth Management’s Verizon VZ Stock Holding History

Cordatus Wealth 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 Q3	–	Sell	-6,373	Closed	-$323K	–	144
2022 Q2	$323K	Buy	6,373 +1,377	+28%	+$69.7K	0.15%	123
2022 Q1	$254K	Sell	4,996 -3,616	-42%	-$192K	0.09%	147
2021 Q4	$447K	Buy	+8,612	New	+$449K	0.13%	134
2019 Q1	–	Sell	-30,446	Closed	-$1.71M	–	133
2018 Q4	$1.71M	Buy	+30,446	New	+$1.73M	1.22%	27

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Cordatus Wealth Management's VZ Position: Q3 2022 in Review

Cordatus Wealth Management sold out of Verizon (VZ) in Q3 2022, closing a stake of 6,373 shares — an estimated $323K sold.

Cordatus Wealth Management first reported a position in VZ in Q4 2018 and held it in 4 quarters. The position peaked at $1.71M in Q4 2018. 2,758 funds tracked by Wall St. Rank hold VZ as of Q3 2022.

Cordatus Wealth Management reported no remaining Verizon position as of Q3 2022 after selling out during the quarter.
Cordatus Wealth Management sold 6,373 Verizon shares in Q3 2022, an estimated $323K.
Cordatus Wealth Management first reported a position in Verizon in Q4 2018 and held it in 4 quarters.
Cordatus Wealth Management's Verizon position peaked at $1.71M in Q4 2018.
2,758 funds tracked by Wall St. Rank held Verizon as of Q3 2022.

Based on Cordatus Wealth Management's 13F filing for Q3 2022, filed 25 Oct 2022.