Estate Counselors’s Verizon VZ Stock Holding History

Estate Counselors’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 Q2	–	Sell	-25,854	Closed	-$1.32M	–	202
2022 Q1	$1.32M	Hold	25,854	–	–	0.17%	69
2021 Q4	$1.34M	Buy	25,854 +464	+2%	+$24.2K	0.16%	76
2021 Q3	$1.37M	Buy	+25,390	New	+$1.4M	0.17%	71

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

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

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

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

Estate Counselors's VZ Position: Q2 2022 in Review

Estate Counselors sold out of Verizon (VZ) in Q2 2022, closing a stake of 25,854 shares — an estimated $1.32M sold.

Estate Counselors first reported a position in VZ in Q3 2021 and held it in 3 quarters. The position peaked at $1.37M in Q3 2021. 2,970 funds tracked by Wall St. Rank hold VZ as of Q2 2022.

Estate Counselors reported no remaining Verizon position as of Q2 2022 after selling out during the quarter.
Estate Counselors sold 25,854 Verizon shares in Q2 2022, an estimated $1.32M.
Estate Counselors first reported a position in Verizon in Q3 2021 and held it in 3 quarters.
Estate Counselors's Verizon position peaked at $1.37M in Q3 2021.
2,970 funds tracked by Wall St. Rank held Verizon as of Q2 2022.

Based on Estate Counselors's 13F filing for Q2 2022, filed 3 Aug 2022.