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Freedman Financial Associates’s Verizon VZ Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-23,587
Closed -$1.24M – 430
2022
Q1 		$1.24M Hold
23,587
– – 0.85% 18
2021
Q4 		$1.23M Sell
23,587
-885
-4% -$46.2K 0.84% 18
2021
Q3 		$1.32M Buy
24,472
+454
+2% +$25.1K 0.97% 14
2021
Q2 		$1.35M Buy
24,018
+75
+0.3% +$4.3K 1.01% 14
2021
Q1 		$1.39M Buy
23,943
+6,932
+41% +$391K 1.15% 13
2020
Q4 		$999K Buy
+17,011
New +$1.01M 0.9% 17

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Freedman Financial Associates's VZ Position: Q2 2022 in Review

Freedman Financial Associates sold out of Verizon (VZ) in Q2 2022, closing a stake of 23,587 shares — an estimated $1.24M sold.

Freedman Financial Associates first reported a position in VZ in Q4 2020 and held it in 6 quarters. The position peaked at $1.39M in Q1 2021. 2,969 funds tracked by Wall St. Rank hold VZ as of Q2 2022.

  • Freedman Financial Associates reported no remaining Verizon position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 23,587 Verizon shares in Q2 2022, an estimated $1.24M.
  • Freedman Financial Associates first reported a position in Verizon in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Verizon position peaked at $1.39M in Q1 2021.
  • 2,969 funds tracked by Wall St. Rank held Verizon as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.