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Marotta Asset Management’s Verizon VZ Stock Holding History

Marotta Asset 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
Q3 		– Sell
-6,366
Closed -$329K – 113
2022
Q2 		$329K Buy
6,366
+205
+3% +$10.4K 0.08% 83
2022
Q1 		$314K Buy
6,161
+108
+2% +$5.72K 0.07% 90
2021
Q4 		$315K Sell
6,053
-86
-1% -$4.49K 0.07% 83
2021
Q3 		$332K Hold
6,139
– – 0.08% 77
2021
Q2 		$346K Buy
6,139
+95
+2% +$5.45K 0.08% 76
2021
Q1 		$352K Sell
6,044
-87
-1% -$4.91K 0.09% 71
2020
Q4 		$360K Sell
6,131
-107
-2% -$6.36K 0.1% 59
2020
Q3 		$371K Sell
6,238
-120
-2% -$6.97K 0.11% 58
2020
Q2 		$351K Sell
6,358
-621
-9% -$34.9K 0.11% 62
2020
Q1 		$369K Sell
6,979
-261
-4% -$14.9K 0.14% 58
2019
Q4 		$420K Buy
+7,240
New +$437K 0.13% 62

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

Marotta Asset Management's VZ Position: Q3 2022 in Review

Marotta Asset Management sold out of Verizon (VZ) in Q3 2022, closing a stake of 6,366 shares — an estimated $329K sold.

Marotta Asset Management first reported a position in VZ in Q4 2019 and held it in 11 quarters. The position peaked at $420K in Q4 2019. 2,759 funds tracked by Wall St. Rank hold VZ as of Q3 2022.

  • Marotta Asset Management reported no remaining Verizon position as of Q3 2022 after selling out during the quarter.
  • Marotta Asset Management sold 6,366 Verizon shares in Q3 2022, an estimated $329K.
  • Marotta Asset Management first reported a position in Verizon in Q4 2019 and held it in 11 quarters.
  • Marotta Asset Management's Verizon position peaked at $420K in Q4 2019.
  • 2,759 funds tracked by Wall St. Rank held Verizon as of Q3 2022.

Based on Marotta Asset Management's 13F filing for Q3 2022, filed 11 Oct 2022.