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Highland Private Wealth Management’s Verizon VZ Stock Holding History

Highland Private 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 		– Sell
-13,065
Closed -$497K – 175
2022
Q3 		$497K Sell
13,065
-1,358
-9% -$60.5K 0.08% 91
2022
Q2 		$732K Sell
14,423
-1,462
-9% -$74K 0.11% 68
2022
Q1 		$809K Buy
15,885
+905
+6% +$47.9K 0.11% 66
2021
Q4 		$778K Buy
14,980
+823
+6% +$42.9K 0.1% 75
2021
Q3 		$764K Sell
14,157
-1,096
-7% -$60.6K 0.11% 71
2021
Q2 		$855K Sell
15,253
-182
-1% -$10.4K 0.13% 60
2021
Q1 		$897K Sell
15,435
-775
-5% -$43.7K 0.15% 56
2020
Q4 		$953K Sell
16,210
-41
-0.3% -$2.44K 0.16% 50
2020
Q3 		$967K Buy
16,251
+590
+4% +$34.3K 0.19% 46
2020
Q2 		$863K Buy
15,661
+1,663
+12% +$93.5K 0.19% 46
2020
Q1 		$752K Buy
13,998
+116
+0.8% +$6.64K 0.21% 47
2019
Q4 		$853K Buy
13,882
+702
+5% +$42.3K 0.2% 49
2019
Q3 		$795K Buy
13,180
+751
+6% +$43.3K 0.22% 43
2019
Q2 		$710K Sell
12,429
-217
-2% -$12.5K 0.2% 49
2019
Q1 		$747K Buy
12,646
+875
+7% +$49.6K 0.23% 42
2018
Q4 		$662K Buy
11,771
+1,463
+14% +$83K 0.25% 37
2018
Q3 		$551K Buy
10,308
+608
+6% +$32.2K 0.18% 44
2018
Q2 		$488K Buy
+9,700
New +$470K 0.17% 47
2018
Q1 		– Sell
-9,611
Closed -$509K – 167
2017
Q4 		$509K Buy
9,611
+1,131
+13% +$55.6K 0.2% 44
2017
Q3 		$420K Sell
8,480
-321
-4% -$15.1K 0.18% 51
2017
Q2 		$393K Sell
8,801
-559
-6% -$26K 0.19% 49
2017
Q1 		$456K Buy
9,360
+249
+3% +$12.5K 0.23% 39
2016
Q4 		$487K Buy
9,111
+810
+10% +$40.5K 0.25% 37
2016
Q3 		$431K Sell
8,301
-766
-8% -$41.1K 0.22% 39
2016
Q2 		$506K Buy
9,067
+391
+5% +$20.3K 0.28% 32
2016
Q1 		$468K Buy
+8,676
New +$434K 0.28% 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
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

Highland Private Wealth Management's VZ Position: Q4 2022 in Review

Highland Private Wealth Management sold out of Verizon (VZ) in Q4 2022, closing a stake of 13,065 shares — an estimated $497K sold.

Highland Private Wealth Management first reported a position in VZ in Q1 2016 and held it in 26 quarters. The position peaked at $967K in Q3 2020. 2,841 funds tracked by Wall St. Rank hold VZ as of Q4 2022.

  • Highland Private Wealth Management reported no remaining Verizon position as of Q4 2022 after selling out during the quarter.
  • Highland Private Wealth Management sold 13,065 Verizon shares in Q4 2022, an estimated $497K.
  • Highland Private Wealth Management first reported a position in Verizon in Q1 2016 and held it in 26 quarters.
  • Highland Private Wealth Management's Verizon position peaked at $967K in Q3 2020.
  • 2,841 funds tracked by Wall St. Rank held Verizon as of Q4 2022.

Based on Highland Private Wealth Management's 13F filing for Q4 2022.