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HC Financial Advisors’s Verizon VZ Stock Holding History

HC Financial 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
Q2 		$1.69M Sell
33,367
-1,423
-4% -$72K 1.13% 35
2022
Q1 		$1.77M Sell
34,790
-7,419
-18% -$393K 1.05% 35
2021
Q4 		$2.19M Sell
42,209
-1,641
-4% -$85.6K 1.22% 28
2021
Q3 		$2.37M Buy
43,850
+783
+2% +$43.3K 1.42% 26
2021
Q2 		$2.41M Buy
43,067
+1,158
+3% +$66.5K 1.41% 24
2021
Q1 		$2.44M Buy
41,909
+2,421
+6% +$137K 1.49% 23
2020
Q4 		$2.32M Sell
39,488
-3,227
-8% -$192K 1.49% 21
2020
Q3 		$2.54M Sell
42,715
-1,928
-4% -$112K 1.82% 16
2020
Q2 		$2.46M Sell
44,643
-2,098
-4% -$118K 1.92% 13
2020
Q1 		$2.51M Buy
46,741
+327
+0.7% +$18.7K 2.24% 9
2019
Q4 		$2.85M Sell
46,414
-633
-1% -$38.2K 2.24% 11
2019
Q3 		$2.84M Buy
47,047
+66
+0.1% +$3.8K 2.43% 12
2019
Q2 		$2.68M Sell
46,981
-476
-1% -$27.4K 2.68% 14
2019
Q1 		$2.81M Buy
47,457
+2,677
+6% +$152K 2.94% 12
2018
Q4 		$2.52M Buy
44,780
+1,478
+3% +$83.9K 5.62% 8
2018
Q3 		$2.31M Buy
43,302
+14,739
+52% +$780K 2.04% 16
2018
Q2 		$1.44M Buy
28,563
+2,870
+11% +$139K 1.4% 32
2018
Q1 		$1.23M Sell
25,693
-216
-0.8% -$10.9K 1.21% 38
2017
Q4 		$1.37M Buy
+25,909
New +$1.27M 1.33% 33

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HC Financial Advisors's VZ Position: Q2 2022 in Review

HC Financial Advisors reduced its Verizon (VZ) stake by 4.1% in Q2 2022, selling an estimated $72K and leaving 33,367 shares worth $1.69M. The position accounts for 1.13% of the portfolio, ranked #35.

HC Financial Advisors first reported a position in VZ in Q4 2017 and has held it in 19 quarters since. The position peaked at $2.85M in Q4 2019. 2,970 funds tracked by Wall St. Rank hold VZ as of Q2 2022.

  • HC Financial Advisors held 33,367 shares of Verizon worth $1.69M as of Q2 2022.
  • HC Financial Advisors sold 1,423 Verizon shares in Q2 2022, an estimated $72K.
  • Verizon made up 1.13% of HC Financial Advisors's portfolio in Q2 2022, its #35 holding.
  • HC Financial Advisors first reported a position in Verizon in Q4 2017 and has held it in 19 quarters since.
  • HC Financial Advisors's Verizon position peaked at $2.85M in Q4 2019.
  • 2,970 funds tracked by Wall St. Rank held Verizon as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.