FEG
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Financial Enhancement Group’s Verizon VZ Stock Holding History

Financial Enhancement Group’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
Q4 		– Sell
-1,263
Closed -$48K – 322
2022
Q3 		$48K Hold
1,263
– – 0.01% 140
2022
Q2 		$64K Hold
1,263
– – 0.01% 131
2022
Q1 		$64K Sell
1,263
-1,437
-53% -$76.1K 0.01% 132
2021
Q4 		$140K Buy
2,700
+1,477
+121% +$77.1K 0.02% 113
2021
Q3 		$66K Hold
1,223
– – 0.01% 127
2021
Q2 		$69K Sell
1,223
-1,000
-45% -$57.4K 0.01% 115
2021
Q1 		$129K Sell
2,223
-157,170
-99% -$8.87M 0.03% 100
2020
Q4 		$9.36M Sell
159,393
-9,476
-6% -$563K 1.99% 16
2020
Q3 		$10M Sell
168,869
-3,407
-2% -$198K 2.33% 12
2020
Q2 		$9.5M Sell
172,276
-1,968
-1% -$111K 2.39% 13
2020
Q1 		$9.36M Buy
174,244
+12,850
+8% +$735K 2.78% 11
2019
Q4 		$9.91M Buy
161,394
+9,547
+6% +$576K 2.49% 11
2019
Q3 		$9.16M Buy
151,847
+4,312
+3% +$248K 2.47% 14
2019
Q2 		$8.43M Buy
147,535
+14,496
+11% +$835K 2.47% 12
2019
Q1 		$7.87M Buy
133,039
+132,437
+22,000% +$7.5M 2.39% 12
2018
Q4 		$32K Hold
602
– – 0.01% 138
2018
Q3 		$32K Hold
602
– – 0.01% 138
2018
Q2 		$30K Sell
602
-767
-56% -$37.1K 0.01% 137
2018
Q1 		$65K Buy
+1,369
New +$68.8K 0.02% 115

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Financial Enhancement Group's VZ Position: Q4 2022 in Review

Financial Enhancement Group sold out of Verizon (VZ) in Q4 2022, closing a stake of 1,263 shares — an estimated $48K sold.

Financial Enhancement Group first reported a position in VZ in Q1 2018 and held it in 19 quarters. The position peaked at $10M in Q3 2020. 2,840 funds tracked by Wall St. Rank hold VZ as of Q4 2022.

  • Financial Enhancement Group reported no remaining Verizon position as of Q4 2022 after selling out during the quarter.
  • Financial Enhancement Group sold 1,263 Verizon shares in Q4 2022, an estimated $48K.
  • Financial Enhancement Group first reported a position in Verizon in Q1 2018 and held it in 19 quarters.
  • Financial Enhancement Group's Verizon position peaked at $10M in Q3 2020.
  • 2,840 funds tracked by Wall St. Rank held Verizon as of Q4 2022.

Based on Financial Enhancement Group's 13F filing for Q4 2022, filed 9 Feb 2023.