Financial Partners Capital Management’s Verizon VZ Stock Holding History

Financial Partners Capital 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 Q4	$5.62M	Sell	142,739 -56,606	-28%	-$2.13M	1.25%	28
2022 Q3	$7.57M	Sell	199,345 -1,119	-0.6%	-$49.8K	1.79%	23
2022 Q2	$10.2M	Sell	200,464 -769	-0.4%	-$38.9K	2.19%	13
2022 Q1	$10.3M	Buy	201,233 +2,213	+1%	+$117K	1.9%	21
2021 Q4	$10.3M	Buy	199,020 +8,265	+4%	+$431K	1.83%	19
2021 Q3	$10.3M	Buy	190,755 +4,607	+2%	+$255K	1.88%	20
2021 Q2	$10.4M	Buy	186,148 +9,005	+5%	+$517K	1.91%	21
2021 Q1	$10.3M	Buy	177,143 +12,510	+8%	+$706K	2.08%	18
2020 Q4	$9.67M	Buy	164,633 +10,576	+7%	+$628K	2.21%	20
2020 Q3	$9.16M	Buy	154,057 +4,215	+3%	+$245K	2.44%	16
2020 Q2	$8.26M	Buy	149,842 +2,020	+1%	+$114K	2.38%	16
2020 Q1	$7.94M	Buy	+147,822	New	+$8.46M	2.54%	14
2018 Q4	$5.1M	Sell	90,771 -431	-0.5%	-$24.5K	1.68%	26
2018 Q3	$4.87M	Buy	91,202 +500	+0.6%	+$26.5K	1.38%	31
2018 Q2	$4.56M	Buy	90,702 +4,176	+5%	+$202K	1.39%	31
2018 Q1	$4.14M	Buy	+86,526	New	+$4.35M	1.25%	32
2014 Q4	–	Sell	-78,231	Closed	-$3.91M	–	114
2014 Q3	$3.91M	Buy	78,231 +1,265	+2%	+$62.9K	1.13%	38
2014 Q2	$3.77M	Sell	76,966 -7,341	-9%	-$356K	1.15%	36
2014 Q1	$4.01M	Buy	+84,307	New	+$3.99M	1.3%	30

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Financial Partners Capital Management's VZ Position: Q4 2022 in Review

Financial Partners Capital Management reduced its Verizon (VZ) stake by 28% in Q4 2022, selling an estimated $2.13M and leaving 142,739 shares worth $5.62M. The position accounts for 1.25% of the portfolio, ranked #28.

Financial Partners Capital Management first reported a position in VZ in Q1 2014 and has held it in 19 quarters since. The position peaked at $10.4M in Q2 2021. 2,840 funds tracked by Wall St. Rank hold VZ as of Q4 2022.

Financial Partners Capital Management held 142,739 shares of Verizon worth $5.62M as of Q4 2022.
Financial Partners Capital Management sold 56,606 Verizon shares in Q4 2022, an estimated $2.13M.
Verizon made up 1.25% of Financial Partners Capital Management's portfolio in Q4 2022, its #28 holding.
Financial Partners Capital Management first reported a position in Verizon in Q1 2014 and has held it in 19 quarters since.
Financial Partners Capital Management's Verizon position peaked at $10.4M in Q2 2021.
2,840 funds tracked by Wall St. Rank held Verizon as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.