Great Point Wealth Advisors’s Verizon VZ Stock Holding History

Great Point Wealth Advisors’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	-9,482	Closed	-$360K	–	67
2022 Q3	$360K	Sell	9,482 -7	-0.1%	-$312	0.13%	49
2022 Q2	$482K	Sell	9,489 -12	-0.1%	-$607	0.17%	46
2022 Q1	$484K	Sell	9,501 -10	-0.1%	-$530	0.15%	36
2021 Q4	$494K	Sell	9,511 -13	-0.1%	-$678	0.15%	37
2021 Q3	$514K	Sell	9,524 -10	-0.1%	-$553	0.18%	34
2021 Q2	$534K	Sell	9,534 -8	-0.1%	-$459	0.19%	35
2021 Q1	$555K	Sell	9,542 -3	-0%	-$169	0.21%	32
2020 Q4	$560K	Sell	9,545 -2	-0%	-$119	0.24%	33
2020 Q3	$526K	Hold	9,547	–	–	0.27%	30
2020 Q2	$526K	Sell	9,547 -41	-0.4%	-$2.31K	0.27%	30
2020 Q1	$515K	Buy	9,588 +4,409	+85%	+$252K	0.43%	29
2019 Q4	$317K	Hold	5,179	–	–	0.2%	36
2019 Q3	$312K	Sell	5,179 -46	-0.9%	-$2.65K	0.21%	34
2019 Q2	$298K	Hold	5,225	–	–	0.24%	36
2019 Q1	$308K	Sell	5,225 -1,122	-18%	-$63.5K	0.26%	34
2018 Q4	$356K	Buy	+6,347	New	+$360K	0.34%	31

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Great Point Wealth Advisors's VZ Position: Q4 2022 in Review

Great Point Wealth Advisors sold out of Verizon (VZ) in Q4 2022, closing a stake of 9,482 shares — an estimated $360K sold.

Great Point Wealth Advisors first reported a position in VZ in Q4 2018 and held it in 16 quarters. The position peaked at $560K in Q4 2020. 2,840 funds tracked by Wall St. Rank hold VZ as of Q4 2022.

Great Point Wealth Advisors reported no remaining Verizon position as of Q4 2022 after selling out during the quarter.
Great Point Wealth Advisors sold 9,482 Verizon shares in Q4 2022, an estimated $360K.
Great Point Wealth Advisors first reported a position in Verizon in Q4 2018 and held it in 16 quarters.
Great Point Wealth Advisors's Verizon position peaked at $560K in Q4 2020.
2,840 funds tracked by Wall St. Rank held Verizon as of Q4 2022.

Based on Great Point Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.