McCarthy Asset Management’s Verizon VZ Stock Holding History

McCarthy 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 Q2	–	Sell	-300	Closed	-$15K	–	297
2022 Q1	$15K	Hold	300	–	–	0.01%	157
2021 Q4	$16K	Hold	300	–	–	0.01%	152
2021 Q3	$16K	Hold	300	–	–	0.01%	152
2021 Q2	$17K	Hold	300	–	–	0.01%	172
2021 Q1	$17K	Hold	300	–	–	0.01%	160
2020 Q4	$18K	Buy	+300	New	+$17.8K	0.01%	150

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

McCarthy Asset Management's VZ Position: Q2 2022 in Review

McCarthy Asset Management sold out of Verizon (VZ) in Q2 2022, closing a stake of 300 shares — an estimated $15K sold.

McCarthy Asset Management first reported a position in VZ in Q4 2020 and held it in 6 quarters. The position peaked at $18K in Q4 2020. 2,969 funds tracked by Wall St. Rank hold VZ as of Q2 2022.

McCarthy Asset Management reported no remaining Verizon position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 300 Verizon shares in Q2 2022, an estimated $15K.
McCarthy Asset Management first reported a position in Verizon in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's Verizon position peaked at $18K in Q4 2020.
2,969 funds tracked by Wall St. Rank held Verizon as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.