Momentum Advisors’s Verizon VZ Stock Holding History

Momentum Advisors’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 Q4	$303K	Sell	7,685 -1,035	-12%	-$39K	0.31%	60
2022 Q3	$331K	Buy	8,720 +634	+8%	+$28.2K	0.37%	52
2022 Q2	$410K	Buy	+8,086	New	+$409K	0.46%	38

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Momentum Advisors's VZ Position: Q4 2022 in Review

Momentum Advisors reduced its Verizon (VZ) stake by 12% in Q4 2022, selling an estimated $39K and leaving 7,685 shares worth $303K. The position accounts for 0.31% of the portfolio, ranked #60.

Momentum Advisors first reported a position in VZ in Q2 2022 and has held it in 3 quarters since. The position peaked at $410K in Q2 2022. 2,840 funds tracked by Wall St. Rank hold VZ as of Q4 2022.

Momentum Advisors held 7,685 shares of Verizon worth $303K as of Q4 2022.
Momentum Advisors sold 1,035 Verizon shares in Q4 2022, an estimated $39K.
Verizon made up 0.31% of Momentum Advisors's portfolio in Q4 2022, its #60 holding.
Momentum Advisors first reported a position in Verizon in Q2 2022 and has held it in 3 quarters since.
Momentum Advisors's Verizon position peaked at $410K in Q2 2022.
2,840 funds tracked by Wall St. Rank held Verizon as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.