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Harrison & Co Wealth Management’s Verizon VZ Stock Holding History

Harrison & Co 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
2022
Q4 		$659K Buy
16,729
+5,022
+43% +$189K 0.64% 65
2022
Q3 		$445K Sell
11,707
-5,020
-30% -$224K 0.47% 68
2022
Q2 		$849K Buy
16,727
+692
+4% +$35K 0.81% 49
2022
Q1 		$817K Buy
16,035
+163
+1% +$8.63K 0.72% 62
2021
Q4 		$825K Buy
+15,872
New +$828K 0.69% 65

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Harrison & Co Wealth Management's VZ Position: Q4 2022 in Review

Harrison & Co Wealth Management increased its Verizon (VZ) stake by 43% in Q4 2022, buying an estimated $189K and bringing the position to 16,729 shares worth $659K. The position accounts for 0.64% of the portfolio, ranked #65.

Harrison & Co Wealth Management first reported a position in VZ in Q4 2021 and has held it in 5 quarters since. The position peaked at $849K in Q2 2022. 2,843 funds tracked by Wall St. Rank hold VZ as of Q4 2022.

  • Harrison & Co Wealth Management held 16,729 shares of Verizon worth $659K as of Q4 2022.
  • Harrison & Co Wealth Management bought 5,022 Verizon shares in Q4 2022, an estimated $189K.
  • Verizon made up 0.64% of Harrison & Co Wealth Management's portfolio in Q4 2022, its #65 holding.
  • Harrison & Co Wealth Management first reported a position in Verizon in Q4 2021 and has held it in 5 quarters since.
  • Harrison & Co Wealth Management's Verizon position peaked at $849K in Q2 2022.
  • 2,843 funds tracked by Wall St. Rank held Verizon as of Q4 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.