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Dixon Hughes Goodman Wealth Advisors’s Verizon VZ Stock Holding History

Dixon Hughes Goodman 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
2022
Q1 		$561K Buy
11,004
+5,704
+108% +$302K 0.16% 92
2021
Q4 		$275K Buy
+5,300
New +$277K 0.09% 122

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's VZ Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Verizon (VZ) stake by 108% in Q1 2022, buying an estimated $302K and bringing the position to 11,004 shares worth $561K. The position accounts for 0.16% of the portfolio, ranked #92.

Dixon Hughes Goodman Wealth Advisors first reported a position in VZ in Q4 2021 and has held it in 2 quarters since. 3,019 funds tracked by Wall St. Rank hold VZ as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 11,004 shares of Verizon worth $561K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 5,704 Verizon shares in Q1 2022, an estimated $302K.
  • Verizon made up 0.16% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #92 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Verizon in Q4 2021 and has held it in 2 quarters since.
  • 3,019 funds tracked by Wall St. Rank held Verizon as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.