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Heritage Wealth Management (Arizona)’s Verizon VZ Stock Holding History

Heritage Wealth Management (Arizona)’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 		$56.6K Sell
1,438
-40
-3% -$1.51K 0.01% 484
2022
Q3 		$56K Buy
1,478
+322
+28% +$14.3K 0.02% 388
2022
Q2 		$58.7K Sell
1,156
-462
-29% -$23.4K 0.02% 389
2022
Q1 		$82K Buy
+1,618
New +$85.7K 0.02% 395
2021
Q3 		$126K Sell
2,331
-187
-7% -$10.3K 0.04% 301
2021
Q2 		$141K Buy
+2,518
New +$145K 0.05% 278

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s VZ Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) reduced its Verizon (VZ) stake by 2.7% in Q4 2022, selling an estimated $1.51K and leaving 1,438 shares worth $56.6K. The position accounts for 0.01% of the portfolio, ranked #484.

Heritage Wealth Management (Arizona) first reported a position in VZ in Q2 2021 and has held it in 6 quarters since. The position peaked at $141K in Q2 2021. 2,841 funds tracked by Wall St. Rank hold VZ as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,438 shares of Verizon worth $56.6K as of Q4 2022.
  • Heritage Wealth Management (Arizona) sold 40 Verizon shares in Q4 2022, an estimated $1.51K.
  • Verizon made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #484 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Verizon in Q2 2021 and has held it in 6 quarters since.
  • Heritage Wealth Management (Arizona)'s Verizon position peaked at $141K in Q2 2021.
  • 2,841 funds tracked by Wall St. Rank held Verizon as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.