JF
VZ icon

JSF Financial’s Verizon VZ Stock Holding History

JSF Financial’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
Q3 		– Sell
-4,941
Closed -$251K – 115
2022
Q2 		$251K Sell
4,941
-158
-3% -$7.99K 0.11% 86
2022
Q1 		$260K Sell
5,099
-72
-1% -$3.81K 0.11% 92
2021
Q4 		$269K Sell
5,171
-1,107
-18% -$57.8K 0.13% 88
2021
Q3 		$339K Sell
6,278
-3,936
-39% -$218K 0.17% 68
2021
Q2 		$572K Buy
10,214
+1,114
+12% +$63.9K 0.34% 38
2021
Q1 		$529K Sell
9,100
-527
-5% -$29.7K 0.33% 36
2020
Q4 		$566K Sell
9,627
-513
-5% -$30.5K 0.4% 31
2020
Q3 		$603K Buy
10,140
+609
+6% +$35.4K 0.47% 27
2020
Q2 		$525K Buy
9,531
+402
+4% +$22.6K 0.45% 29
2020
Q1 		$491K Buy
9,129
+2,341
+34% +$134K 0.5% 31
2019
Q4 		$417K Hold
6,788
– – 0.41% 39
2019
Q3 		$410K Sell
6,788
-130
-2% -$7.49K 0.45% 36
2019
Q2 		$395K Buy
6,918
+575
+9% +$33.1K 0.43% 40
2019
Q1 		$375K Sell
6,343
-200
-3% -$11.3K 0.41% 39
2018
Q4 		$368K Buy
+6,543
New +$371K 0.38% 37

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JSF Financial's VZ Position: Q3 2022 in Review

JSF Financial sold out of Verizon (VZ) in Q3 2022, closing a stake of 4,941 shares — an estimated $251K sold.

JSF Financial first reported a position in VZ in Q4 2018 and held it in 15 quarters. The position peaked at $603K in Q3 2020. 2,758 funds tracked by Wall St. Rank hold VZ as of Q3 2022.

  • JSF Financial reported no remaining Verizon position as of Q3 2022 after selling out during the quarter.
  • JSF Financial sold 4,941 Verizon shares in Q3 2022, an estimated $251K.
  • JSF Financial first reported a position in Verizon in Q4 2018 and held it in 15 quarters.
  • JSF Financial's Verizon position peaked at $603K in Q3 2020.
  • 2,758 funds tracked by Wall St. Rank held Verizon as of Q3 2022.

Based on JSF Financial's 13F filing for Q3 2022, filed 10 Nov 2022.