DCF Advisers’s Verizon VZ Stock Holding History

DCF Advisers’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 Q1	–	Sell	-50,000	Closed	-$2.6M	–	88
2021 Q4	$2.6M	Sell	50,000 -50,000	-50%	-$2.61M	1.05%	27
2021 Q3	$5.4M	Hold	100,000	–	–	2.38%	11
2021 Q2	$5.6M	Buy	100,000 +12,500	+14%	+$717K	1.99%	12
2021 Q1	$5.09M	Buy	87,500 +42,750	+96%	+$2.41M	2.21%	16
2020 Q4	$2.63M	Sell	44,750 -19,250	-30%	-$1.14M	1.08%	26
2020 Q3	$3.81M	Buy	64,000 +6,500	+11%	+$378K	1.95%	19
2020 Q2	$3.17M	Buy	57,500 +17,500	+44%	+$984K	1.77%	19
2020 Q1	$2.15M	Buy	40,000 +25,000	+167%	+$1.43M	1.41%	24
2019 Q4	$921K	Buy	+15,000	New	+$905K	0.58%	40

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

DCF Advisers's VZ Position: Q1 2022 in Review

DCF Advisers sold out of Verizon (VZ) in Q1 2022, closing a stake of 50,000 shares — an estimated $2.6M sold.

DCF Advisers first reported a position in VZ in Q4 2019 and held it in 9 quarters. The position peaked at $5.6M in Q2 2021. 3,020 funds tracked by Wall St. Rank hold VZ as of Q1 2022.

DCF Advisers reported no remaining Verizon position as of Q1 2022 after selling out during the quarter.
DCF Advisers sold 50,000 Verizon shares in Q1 2022, an estimated $2.6M.
DCF Advisers first reported a position in Verizon in Q4 2019 and held it in 9 quarters.
DCF Advisers's Verizon position peaked at $5.6M in Q2 2021.
3,020 funds tracked by Wall St. Rank held Verizon as of Q1 2022.

Based on DCF Advisers's 13F filing for Q1 2022, filed 13 May 2022.