Financial Council’s Verizon VZ Stock Holding History

Financial Council’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	-5,641	Closed	-$222K	–	77
2022 Q4	$222K	Sell	5,641 -1,003	-15%	-$37.8K	0.14%	62
2022 Q3	$252K	Buy	6,644 +542	+9%	+$24.1K	0.29%	47
2022 Q2	$310K	Buy	6,102 +7	+0.1%	+$354	0.39%	33
2022 Q1	$310K	Sell	6,095 -445	-7%	-$23.6K	0.38%	33
2021 Q4	$340K	Buy	6,540 +752	+13%	+$39.2K	0.41%	32
2021 Q3	$313K	Buy	+5,788	New	+$320K	0.44%	32

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

Norges Bank Oslo, Norway $935B AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Council's VZ Position: Q1 2023 in Review

Financial Council sold out of Verizon (VZ) in Q1 2023, closing a stake of 5,641 shares — an estimated $222K sold.

Financial Council first reported a position in VZ in Q3 2021 and held it in 6 quarters. The position peaked at $340K in Q4 2021. 2,829 funds tracked by Wall St. Rank hold VZ as of Q1 2023.

Financial Council reported no remaining Verizon position as of Q1 2023 after selling out during the quarter.
Financial Council sold 5,641 Verizon shares in Q1 2023, an estimated $222K.
Financial Council first reported a position in Verizon in Q3 2021 and held it in 6 quarters.
Financial Council's Verizon position peaked at $340K in Q4 2021.
2,829 funds tracked by Wall St. Rank held Verizon as of Q1 2023.

Based on Financial Council's 13F filing for Q1 2023, filed 17 May 2023.