GDS Wealth Management’s Verizon VZ Stock Holding History

GDS Wealth 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
2023 Q1	–	Sell	-15,820	Closed	-$623K	–	123
2022 Q4	$623K	Sell	15,820 -4,639	-23%	-$175K	0.12%	69
2022 Q3	$777K	Sell	20,459 -3,322	-14%	-$148K	0.17%	55
2022 Q2	$1.21M	Sell	23,781 -3,703	-13%	-$187K	0.27%	53
2022 Q1	$1.47M	Sell	27,484 -180	-0.7%	-$9.54K	0.32%	52
2021 Q4	$1.44M	Buy	+27,664	New	+$1.44M	0.32%	52

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

GDS Wealth Management's VZ Position: Q1 2023 in Review

GDS Wealth Management sold out of Verizon (VZ) in Q1 2023, closing a stake of 15,820 shares — an estimated $623K sold.

GDS Wealth Management first reported a position in VZ in Q4 2021 and held it in 5 quarters. The position peaked at $1.47M in Q1 2022. 2,829 funds tracked by Wall St. Rank hold VZ as of Q1 2023.

GDS Wealth Management reported no remaining Verizon position as of Q1 2023 after selling out during the quarter.
GDS Wealth Management sold 15,820 Verizon shares in Q1 2023, an estimated $623K.
GDS Wealth Management first reported a position in Verizon in Q4 2021 and held it in 5 quarters.
GDS Wealth Management's Verizon position peaked at $1.47M in Q1 2022.
2,829 funds tracked by Wall St. Rank held Verizon as of Q1 2023.

Based on GDS Wealth Management's 13F filing for Q1 2023, filed 10 May 2023.