Essex Private Wealth Management’s Verizon VZ Stock Holding History

Essex Private 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 Q1	–	Sell	-12,722	Closed	-$661K	–	65
2021 Q4	$661K	Sell	12,722 -1,886	-13%	-$98.4K	0.56%	30
2021 Q3	$789K	Sell	14,608 -10	-0.1%	-$553	0.72%	25
2021 Q2	$819K	Buy	14,618 +5	+0%	+$287	0.75%	25
2021 Q1	$850K	Sell	14,613 -1,057	-7%	-$59.6K	0.81%	25
2020 Q4	$920K	Sell	15,670 -381	-2%	-$22.6K	0.9%	26
2020 Q3	$954K	Sell	16,051 -162	-1%	-$9.41K	0.99%	25
2020 Q2	$893K	Buy	16,213 +105	+0.7%	+$5.91K	1.04%	23
2020 Q1	$865K	Buy	16,108 +551	+4%	+$31.5K	1.13%	21
2019 Q4	$955K	Buy	+15,557	New	+$938K	0.97%	24

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

Essex Private Wealth Management's VZ Position: Q1 2022 in Review

Essex Private Wealth Management sold out of Verizon (VZ) in Q1 2022, closing a stake of 12,722 shares — an estimated $661K sold.

Essex Private Wealth Management first reported a position in VZ in Q4 2019 and held it in 9 quarters. The position peaked at $955K in Q4 2019. 3,020 funds tracked by Wall St. Rank hold VZ as of Q1 2022.

Essex Private Wealth Management reported no remaining Verizon position as of Q1 2022 after selling out during the quarter.
Essex Private Wealth Management sold 12,722 Verizon shares in Q1 2022, an estimated $661K.
Essex Private Wealth Management first reported a position in Verizon in Q4 2019 and held it in 9 quarters.
Essex Private Wealth Management's Verizon position peaked at $955K in Q4 2019.
3,020 funds tracked by Wall St. Rank held Verizon as of Q1 2022.

Based on Essex Private Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.