Graham Capital Wealth Management’s Verizon VZ Stock Holding History

Graham Capital 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 Q2	–	Sell	-1,049	Closed	-$408K	–	143
2023 Q1	$408K	Buy	+1,049	New	+$41.4K	0.06%	120
2022 Q3	–	Sell	-33,261	Closed	-$1.69M	–	97
2022 Q2	$1.69M	Sell	33,261 -39	-0.1%	-$1.97K	1.48%	25
2022 Q1	$1.7M	Sell	33,300 -1,339	-4%	-$70.9K	1.51%	26
2021 Q4	$1.78M	Buy	+34,639	New	+$1.81M	1.46%	26

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Graham Capital Wealth Management's VZ Position: Q2 2023 in Review

Graham Capital Wealth Management sold out of Verizon (VZ) in Q2 2023, closing a stake of 1,049 shares — an estimated $408K sold.

Graham Capital Wealth Management first reported a position in VZ in Q4 2021 and held it in 4 quarters. The position peaked at $1.78M in Q4 2021. 2,763 funds tracked by Wall St. Rank hold VZ as of Q2 2023.

Graham Capital Wealth Management reported no remaining Verizon position as of Q2 2023 after selling out during the quarter.
Graham Capital Wealth Management sold 1,049 Verizon shares in Q2 2023, an estimated $408K.
Graham Capital Wealth Management first reported a position in Verizon in Q4 2021 and held it in 4 quarters.
Graham Capital Wealth Management's Verizon position peaked at $1.78M in Q4 2021.
2,763 funds tracked by Wall St. Rank held Verizon as of Q2 2023.

Based on Graham Capital Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.