Financial Advisory Partners’s Verizon VZ Stock Holding History

Financial Advisory Partners’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 Q1	–	Sell	-38,588	Closed	-$1.52M	–	69
2022 Q4	$1.52M	Sell	38,588 -66,192	-63%	-$2.49M	0.63%	50
2022 Q3	$3.98M	Buy	104,780 +1,272	+1%	+$56.6K	1.73%	12
2022 Q2	$5.25M	Buy	103,508 +18,733	+22%	+$948K	2.17%	7
2022 Q1	$4.32M	Buy	84,775 +7,086	+9%	+$375K	1.6%	19
2021 Q4	$4.04M	Buy	+77,689	New	+$4.05M	1.47%	31

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Advisory Partners's VZ Position: Q1 2023 in Review

Financial Advisory Partners sold out of Verizon (VZ) in Q1 2023, closing a stake of 38,588 shares — an estimated $1.52M sold.

Financial Advisory Partners first reported a position in VZ in Q4 2021 and held it in 5 quarters. The position peaked at $5.25M in Q2 2022. 2,831 funds tracked by Wall St. Rank hold VZ as of Q1 2023.

Financial Advisory Partners reported no remaining Verizon position as of Q1 2023 after selling out during the quarter.
Financial Advisory Partners sold 38,588 Verizon shares in Q1 2023, an estimated $1.52M.
Financial Advisory Partners first reported a position in Verizon in Q4 2021 and held it in 5 quarters.
Financial Advisory Partners's Verizon position peaked at $5.25M in Q2 2022.
2,831 funds tracked by Wall St. Rank held Verizon as of Q1 2023.

Based on Financial Advisory Partners's 13F filing for Q1 2023, filed 4 Oct 2023.