Klaas Financial Asset Advisors’s Verizon VZ Stock Holding History

Klaas Financial Asset Advisors’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	-275	Closed	-$14K	–	87
2021 Q4	$14K	Buy	275 +3	+1%	+$157	﹤0.01%	67
2021 Q3	$15K	Buy	272 +3	+1%	+$166	﹤0.01%	65
2021 Q2	$15K	Buy	269 +3	+1%	+$172	﹤0.01%	69
2021 Q1	$15K	Sell	266 -184	-41%	-$10.4K	﹤0.01%	59
2020 Q4	$26K	Buy	+450	New	+$26.7K	0.01%	52

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Klaas Financial Asset Advisors's VZ Position: Q1 2022 in Review

Klaas Financial Asset Advisors sold out of Verizon (VZ) in Q1 2022, closing a stake of 275 shares — an estimated $14K sold.

Klaas Financial Asset Advisors first reported a position in VZ in Q4 2020 and held it in 5 quarters. The position peaked at $26K in Q4 2020. 3,019 funds tracked by Wall St. Rank hold VZ as of Q1 2022.

Klaas Financial Asset Advisors reported no remaining Verizon position as of Q1 2022 after selling out during the quarter.
Klaas Financial Asset Advisors sold 275 Verizon shares in Q1 2022, an estimated $14K.
Klaas Financial Asset Advisors first reported a position in Verizon in Q4 2020 and held it in 5 quarters.
Klaas Financial Asset Advisors's Verizon position peaked at $26K in Q4 2020.
3,019 funds tracked by Wall St. Rank held Verizon as of Q1 2022.

Based on Klaas Financial Asset Advisors's 13F filing for Q1 2022, filed 13 May 2022.