Jupiter Wealth Management’s Verizon VZ Stock Holding History

Jupiter 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	-11,805	Closed	-$448K	–	64
2022 Q3	$448K	Hold	11,805	–	–	0.45%	44
2022 Q2	$599K	Hold	11,805	–	–	0.55%	39
2022 Q1	$601K	Sell	11,805 -10,000	-46%	-$530K	0.38%	53
2021 Q4	$1.13M	Sell	21,805 -10,150	-32%	-$530K	0.59%	38
2021 Q3	$1.68M	Hold	31,955	–	–	0.79%	35
2021 Q2	$1.76M	Sell	31,955 -12,000	-27%	-$689K	0.84%	32
2021 Q1	$2.52M	Sell	43,955 -31,645	-42%	-$1.79M	1.27%	26
2020 Q4	$4.44M	Sell	75,600 -9,250	-11%	-$549K	2.72%	15
2020 Q3	$5.05M	Sell	84,850 -15,225	-15%	-$885K	3.56%	11
2020 Q2	$5.59M	Buy	100,075 +9,790	+11%	+$551K	2.8%	14
2020 Q1	$5.13M	Buy	+90,285	New	+$5.17M	2.99%	12

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jupiter Wealth Management's VZ Position: Q4 2022 in Review

Jupiter Wealth Management sold out of Verizon (VZ) in Q4 2022, closing a stake of 11,805 shares — an estimated $448K sold.

Jupiter Wealth Management first reported a position in VZ in Q1 2020 and held it in 11 quarters. The position peaked at $5.59M in Q2 2020. 2,841 funds tracked by Wall St. Rank hold VZ as of Q4 2022.

Jupiter Wealth Management reported no remaining Verizon position as of Q4 2022 after selling out during the quarter.
Jupiter Wealth Management sold 11,805 Verizon shares in Q4 2022, an estimated $448K.
Jupiter Wealth Management first reported a position in Verizon in Q1 2020 and held it in 11 quarters.
Jupiter Wealth Management's Verizon position peaked at $5.59M in Q2 2020.
2,841 funds tracked by Wall St. Rank held Verizon as of Q4 2022.

Based on Jupiter Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.