Halpern Financial’s Verizon VZ Stock Holding History

Halpern Financial’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	-4	Closed	-$144	–	201
2022 Q4	$144	Hold	4	–	–	﹤0.01%	189
2022 Q3	$137	Hold	4	–	–	﹤0.01%	203
2022 Q2	$180	Sell	4 -90	-96%	-$4.55K	﹤0.01%	306
2022 Q1	$4.76K	Sell	94 -448	-83%	-$23.7K	﹤0.01%	191
2021 Q4	$28.2K	Buy	542 +539	+17,967%	+$28.1K	0.01%	119
2021 Q3	$185	Hold	3	–	–	﹤0.01%	252
2021 Q2	$189	Hold	3	–	–	﹤0.01%	242
2021 Q1	$194	Hold	3	–	–	﹤0.01%	247
2020 Q4	$194	Hold	3	–	–	﹤0.01%	200
2020 Q3	$194	Hold	3	–	–	﹤0.01%	199
2020 Q2	$178	Hold	3	–	–	﹤0.01%	170
2020 Q1	$172	Hold	3	–	–	﹤0.01%	155
2019 Q4	$194	Buy	+3	New	+$181	﹤0.01%	179

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

Halpern Financial's VZ Position: Q1 2023 in Review

Halpern Financial sold out of Verizon (VZ) in Q1 2023, closing a stake of 4 shares — an estimated $144 sold.

Halpern Financial first reported a position in VZ in Q4 2019 and held it in 13 quarters. The position peaked at $28.2K in Q4 2021. 2,828 funds tracked by Wall St. Rank hold VZ as of Q1 2023.

Halpern Financial reported no remaining Verizon position as of Q1 2023 after selling out during the quarter.
Halpern Financial sold 4 Verizon shares in Q1 2023, an estimated $144.
Halpern Financial first reported a position in Verizon in Q4 2019 and held it in 13 quarters.
Halpern Financial's Verizon position peaked at $28.2K in Q4 2021.
2,828 funds tracked by Wall St. Rank held Verizon as of Q1 2023.

Based on Halpern Financial's 13F filing for Q1 2023, filed 21 Sep 2023.