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Indie Asset Partners’s Verizon VZ Stock Holding History

Indie Asset Partners’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
-5,467
Closed -$208K – 93
2022
Q3 		$208K Buy
5,467
+50
+0.9% +$2.23K 0.21% 83
2022
Q2 		$275K Buy
+5,417
New +$274K 0.24% 73
2021
Q2 		– Sell
-3,761
Closed -$219K – 132
2021
Q1 		$219K Sell
3,761
-445
-11% -$25.1K 0.25% 106
2020
Q4 		$247K Sell
4,206
-401
-9% -$23.8K 0.29% 87
2020
Q3 		$274K Sell
4,607
-1,925
-29% -$112K 0.34% 71
2020
Q2 		$385K Sell
6,532
-1,648
-20% -$92.7K 0.48% 53
2020
Q1 		$440K Buy
8,180
+951
+13% +$54.4K 0.55% 41
2019
Q4 		$444K Buy
+7,229
New +$436K 0.47% 45

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

Indie Asset Partners's VZ Position: Q4 2022 in Review

Indie Asset Partners sold out of Verizon (VZ) in Q4 2022, closing a stake of 5,467 shares — an estimated $208K sold.

Indie Asset Partners first reported a position in VZ in Q4 2019 and held it in 8 quarters. The position peaked at $444K in Q4 2019. 2,841 funds tracked by Wall St. Rank hold VZ as of Q4 2022.

  • Indie Asset Partners reported no remaining Verizon position as of Q4 2022 after selling out during the quarter.
  • Indie Asset Partners sold 5,467 Verizon shares in Q4 2022, an estimated $208K.
  • Indie Asset Partners first reported a position in Verizon in Q4 2019 and held it in 8 quarters.
  • Indie Asset Partners's Verizon position peaked at $444K in Q4 2019.
  • 2,841 funds tracked by Wall St. Rank held Verizon as of Q4 2022.

Based on Indie Asset Partners's 13F filing for Q4 2022, filed 1 Feb 2023.