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Financial Planners of Cleveland’s Verizon VZ Stock Holding History

Financial Planners of Cleveland’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
Q1 		– Sell
-28,002
Closed -$512K – 95
2021
Q4 		$512K Buy
+28,002
New +$1.46M 0.21% 39

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Planners of Cleveland's VZ Position: Q1 2022 in Review

Financial Planners of Cleveland sold out of Verizon (VZ) in Q1 2022, closing a stake of 28,002 shares — an estimated $512K sold.

Financial Planners of Cleveland first reported a position in VZ in Q4 2021 and held it in 1 quarter. The position peaked at $512K in Q4 2021. 3,020 funds tracked by Wall St. Rank hold VZ as of Q1 2022.

  • Financial Planners of Cleveland reported no remaining Verizon position as of Q1 2022 after selling out during the quarter.
  • Financial Planners of Cleveland sold 28,002 Verizon shares in Q1 2022, an estimated $512K.
  • Financial Planners of Cleveland first reported a position in Verizon in Q4 2021 and held it in 1 quarter.
  • Financial Planners of Cleveland's Verizon position peaked at $512K in Q4 2021.
  • 3,020 funds tracked by Wall St. Rank held Verizon as of Q1 2022.

Based on Financial Planners of Cleveland's 13F filing for Q1 2022, filed 14 Apr 2022.