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Kore Private Wealth’s Verizon VZ Stock Holding History

Kore Private Wealth’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 		$1.85M Sell
48,640
-934
-2% -$41.6K 0.33% 58
2022
Q2 		$2.52M Sell
49,574
-944
-2% -$47.8K 0.39% 59
2022
Q1 		$2.57M Buy
50,518
+1,560
+3% +$82.6K 0.32% 68
2021
Q4 		$2.54M Sell
48,958
-7,006
-13% -$366K 0.31% 63
2021
Q3 		$3.02M Sell
55,964
-1,775
-3% -$98.2K 0.32% 62
2021
Q2 		$3.23M Buy
57,739
+207
+0.4% +$11.9K 0.36% 54
2021
Q1 		$3.35M Sell
57,532
-1,380
-2% -$77.9K 0.45% 46
2020
Q4 		$3.46M Buy
58,912
+407
+0.7% +$24.2K 0.53% 36
2020
Q3 		$3.48M Buy
58,505
+326
+0.6% +$18.9K 0.67% 30
2020
Q2 		$3.21M Buy
58,179
+168
+0.3% +$9.45K 0.66% 34
2020
Q1 		$3.12M Sell
58,011
-1,977
-3% -$113K 0.75% 32
2019
Q4 		$3.68M Buy
59,988
+362
+0.6% +$21.8K 0.7% 38
2019
Q3 		$3.57M Sell
59,626
-1,481
-2% -$85.3K 0.8% 35
2019
Q2 		$3.49M Sell
61,107
-2,176
-3% -$125K 0.79% 36
2019
Q1 		$3.74M Buy
63,283
+3,468
+6% +$196K 0.84% 36
2018
Q4 		$3.36M Buy
+59,815
New +$3.39M 0.92% 32

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

Kore Private Wealth's VZ Position: Q3 2022 in Review

Kore Private Wealth reduced its Verizon (VZ) stake by 1.9% in Q3 2022, selling an estimated $41.6K and leaving 48,640 shares worth $1.85M. The position accounts for 0.33% of the portfolio, ranked #58.

Kore Private Wealth first reported a position in VZ in Q4 2018 and has held it in 16 quarters since. The position peaked at $3.74M in Q1 2019. 2,759 funds tracked by Wall St. Rank hold VZ as of Q3 2022.

  • Kore Private Wealth held 48,640 shares of Verizon worth $1.85M as of Q3 2022.
  • Kore Private Wealth sold 934 Verizon shares in Q3 2022, an estimated $41.6K.
  • Verizon made up 0.33% of Kore Private Wealth's portfolio in Q3 2022, its #58 holding.
  • Kore Private Wealth first reported a position in Verizon in Q4 2018 and has held it in 16 quarters since.
  • Kore Private Wealth's Verizon position peaked at $3.74M in Q1 2019.
  • 2,759 funds tracked by Wall St. Rank held Verizon as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.