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Milestone Wealth’s Verizon VZ Stock Holding History

Milestone 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 		$6K Hold
158
– – 0.01% 193
2022
Q2 		$8K Hold
158
– – 0.01% 177
2022
Q1 		$8K Hold
158
– – 0.01% 214
2021
Q4 		$8K Buy
+158
New +$8.24K 0.01% 214

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Milestone Wealth's VZ Position: Q3 2022 in Review

Milestone Wealth held its Verizon (VZ) position steady in Q3 2022 at 158 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #193.

Milestone Wealth first reported a position in VZ in Q4 2021 and has held it in 4 quarters since. The position peaked at $8K in Q2 2022. 2,760 funds tracked by Wall St. Rank hold VZ as of Q3 2022.

  • Milestone Wealth held 158 shares of Verizon worth $6K as of Q3 2022.
  • Milestone Wealth left its Verizon share count unchanged in Q3 2022.
  • Verizon made up 0.01% of Milestone Wealth's portfolio in Q3 2022, its #193 holding.
  • Milestone Wealth first reported a position in Verizon in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Verizon position peaked at $8K in Q2 2022.
  • 2,760 funds tracked by Wall St. Rank held Verizon as of Q3 2022.

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