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Mason & Associates (California)’s Verizon VZ Stock Holding History

Mason & Associates (California)’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
-4,346
Closed -$221K – 88
2022
Q2 		$221K Sell
4,346
-1,953
-31% -$98.8K 0.08% 81
2022
Q1 		$321K Buy
+6,299
New +$334K 0.1% 85

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

Mason & Associates (California)'s VZ Position: Q3 2022 in Review

Mason & Associates (California) sold out of Verizon (VZ) in Q3 2022, closing a stake of 4,346 shares — an estimated $221K sold.

Mason & Associates (California) first reported a position in VZ in Q1 2022 and held it in 2 quarters. The position peaked at $321K in Q1 2022. 2,758 funds tracked by Wall St. Rank hold VZ as of Q3 2022.

  • Mason & Associates (California) reported no remaining Verizon position as of Q3 2022 after selling out during the quarter.
  • Mason & Associates (California) sold 4,346 Verizon shares in Q3 2022, an estimated $221K.
  • Mason & Associates (California) first reported a position in Verizon in Q1 2022 and held it in 2 quarters.
  • Mason & Associates (California)'s Verizon position peaked at $321K in Q1 2022.
  • 2,758 funds tracked by Wall St. Rank held Verizon as of Q3 2022.

Based on Mason & Associates (California)'s 13F filing for Q3 2022, filed 20 Oct 2022.