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James Reed Financial Services’s Verizon VZ Stock Holding History

James Reed Financial Services’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
Q1 		– Sell
-1,400
Closed -$72K – 171
2021
Q4 		$72K Buy
+1,400
New +$73K 0.07% 34

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

James Reed Financial Services's VZ Position: Q1 2022 in Review

James Reed Financial Services sold out of Verizon (VZ) in Q1 2022, closing a stake of 1,400 shares — an estimated $72K sold.

James Reed Financial Services first reported a position in VZ in Q4 2021 and held it in 1 quarter. The position peaked at $72K in Q4 2021. 3,020 funds tracked by Wall St. Rank hold VZ as of Q1 2022.

  • James Reed Financial Services reported no remaining Verizon position as of Q1 2022 after selling out during the quarter.
  • James Reed Financial Services sold 1,400 Verizon shares in Q1 2022, an estimated $72K.
  • James Reed Financial Services first reported a position in Verizon in Q4 2021 and held it in 1 quarter.
  • James Reed Financial Services's Verizon position peaked at $72K in Q4 2021.
  • 3,020 funds tracked by Wall St. Rank held Verizon as of Q1 2022.

Based on James Reed Financial Services's 13F filing for Q1 2022, filed 26 Apr 2022.