Elk River Wealth Management’s Verizon VZ Stock Holding History

Elk River 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
2023 Q2	–	Sell	-74,638	Closed	-$2.9M	–	113
2023 Q1	$2.9M	Buy	74,638 +6,964	+10%	+$275K	0.66%	41
2022 Q4	$2.67M	Sell	67,674 -12,142	-15%	-$457K	0.65%	40
2022 Q3	$3.03M	Sell	79,816 -662	-0.8%	-$29.5K	0.8%	36
2022 Q2	$4.08M	Buy	80,478 +3,872	+5%	+$196K	1.03%	30
2022 Q1	$3.9M	Buy	76,606 +11,490	+18%	+$609K	0.85%	38
2021 Q4	$3.38M	Sell	65,116 -18,210	-22%	-$950K	0.77%	44
2021 Q3	$4.5M	Sell	83,326 -764	-0.9%	-$42.3K	1.14%	31
2021 Q2	$4.71M	Buy	84,090 +1,322	+2%	+$75.9K	1.22%	27
2021 Q1	$4.81M	Buy	82,768 +7,348	+10%	+$415K	1.37%	25
2020 Q4	$4.43M	Buy	+75,420	New	+$4.48M	1.46%	22

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

Elk River Wealth Management's VZ Position: Q2 2023 in Review

Elk River Wealth Management sold out of Verizon (VZ) in Q2 2023, closing a stake of 74,638 shares — an estimated $2.9M sold.

Elk River Wealth Management first reported a position in VZ in Q4 2020 and held it in 10 quarters. The position peaked at $4.81M in Q1 2021. 2,764 funds tracked by Wall St. Rank hold VZ as of Q2 2023.

Elk River Wealth Management reported no remaining Verizon position as of Q2 2023 after selling out during the quarter.
Elk River Wealth Management sold 74,638 Verizon shares in Q2 2023, an estimated $2.9M.
Elk River Wealth Management first reported a position in Verizon in Q4 2020 and held it in 10 quarters.
Elk River Wealth Management's Verizon position peaked at $4.81M in Q1 2021.
2,764 funds tracked by Wall St. Rank held Verizon as of Q2 2023.

Based on Elk River Wealth Management's 13F filing for Q2 2023, filed 17 Jul 2023.