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JFG Wealth Management’s Verizon VZ Stock Holding History

JFG 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
Q1 		– Sell
-5,400
Closed -$281K – 61
2021
Q4 		$281K Sell
5,400
-105
-2% -$5.48K 0.11% 38
2021
Q3 		$297K Hold
5,505
– – 0.14% 36
2021
Q2 		$308K Buy
+5,505
New +$316K 0.14% 35

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

JFG Wealth Management's VZ Position: Q1 2022 in Review

JFG Wealth Management sold out of Verizon (VZ) in Q1 2022, closing a stake of 5,400 shares — an estimated $281K sold.

JFG Wealth Management first reported a position in VZ in Q2 2021 and held it in 3 quarters. The position peaked at $308K in Q2 2021. 3,020 funds tracked by Wall St. Rank hold VZ as of Q1 2022.

  • JFG Wealth Management reported no remaining Verizon position as of Q1 2022 after selling out during the quarter.
  • JFG Wealth Management sold 5,400 Verizon shares in Q1 2022, an estimated $281K.
  • JFG Wealth Management first reported a position in Verizon in Q2 2021 and held it in 3 quarters.
  • JFG Wealth Management's Verizon position peaked at $308K in Q2 2021.
  • 3,020 funds tracked by Wall St. Rank held Verizon as of Q1 2022.

Based on JFG Wealth Management's 13F filing for Q1 2022, filed 6 May 2022.