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Goodwin Investment Advisory’s Verizon VZ Stock Holding History

Goodwin Investment Advisory’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
-6,954
Closed -$264K – 244
2022
Q3 		$264K Buy
+6,954
New +$310K 0.2% 40
2021
Q2 		– Sell
-20
Closed -$1K – 155
2021
Q1 		$1K Buy
+20
New +$1.13K ﹤0.01% 136

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

Goodwin Investment Advisory's VZ Position: Q4 2022 in Review

Goodwin Investment Advisory sold out of Verizon (VZ) in Q4 2022, closing a stake of 6,954 shares — an estimated $264K sold.

Goodwin Investment Advisory first reported a position in VZ in Q1 2021 and held it in 2 quarters. The position peaked at $264K in Q3 2022. 2,840 funds tracked by Wall St. Rank hold VZ as of Q4 2022.

  • Goodwin Investment Advisory reported no remaining Verizon position as of Q4 2022 after selling out during the quarter.
  • Goodwin Investment Advisory sold 6,954 Verizon shares in Q4 2022, an estimated $264K.
  • Goodwin Investment Advisory first reported a position in Verizon in Q1 2021 and held it in 2 quarters.
  • Goodwin Investment Advisory's Verizon position peaked at $264K in Q3 2022.
  • 2,840 funds tracked by Wall St. Rank held Verizon as of Q4 2022.

Based on Goodwin Investment Advisory's 13F filing for Q4 2022, filed 14 Feb 2023.