KerberRose Wealth Management’s Verizon VZ Stock Holding History

KerberRose 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 Q2	$518K	Buy	+10,198	New	+$516K	0.42%	47

Other funds holding VZ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

KerberRose Wealth Management's VZ Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in Verizon (VZ) in Q2 2022: 10,198 shares worth $518K. The stake represents 0.42% of the portfolio and ranks #47 among its holdings.

2,972 funds tracked by Wall St. Rank hold VZ as of Q2 2022.

KerberRose Wealth Management held 10,198 shares of Verizon worth $518K as of Q2 2022.
Verizon was a new KerberRose Wealth Management position in Q2 2022.
Verizon made up 0.42% of KerberRose Wealth Management's portfolio in Q2 2022, its #47 holding.
2,972 funds tracked by Wall St. Rank held Verizon as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.