MF
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Montis Financial’s Verizon VZ Stock Holding History

Montis Financial’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 		– Sell
-13,404
Closed -$509K – 65
2022
Q3 		$509K Sell
13,404
-2,577
-16% -$115K 0.49% 30
2022
Q2 		$811K Buy
15,981
+58
+0.4% +$2.93K 0.76% 20
2022
Q1 		$811K Buy
15,923
+6,986
+78% +$370K 0.63% 23
2021
Q4 		$464K Buy
8,937
+4,953
+124% +$258K 0.34% 38
2021
Q3 		$217K Sell
3,984
-1,142
-22% -$63.2K 0.18% 60
2021
Q2 		$287K Buy
5,126
+527
+11% +$30.2K 0.24% 52
2021
Q1 		$268K Buy
4,599
+4
+0.1% +$226 0.25% 53
2020
Q4 		$253K Buy
+4,595
New +$273K 0.25% 55

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Montis Financial's VZ Position: Q4 2022 in Review

Montis Financial sold out of Verizon (VZ) in Q4 2022, closing a stake of 13,404 shares — an estimated $509K sold.

Montis Financial first reported a position in VZ in Q4 2020 and held it in 8 quarters. The position peaked at $811K in Q2 2022. 2,840 funds tracked by Wall St. Rank hold VZ as of Q4 2022.

  • Montis Financial reported no remaining Verizon position as of Q4 2022 after selling out during the quarter.
  • Montis Financial sold 13,404 Verizon shares in Q4 2022, an estimated $509K.
  • Montis Financial first reported a position in Verizon in Q4 2020 and held it in 8 quarters.
  • Montis Financial's Verizon position peaked at $811K in Q2 2022.
  • 2,840 funds tracked by Wall St. Rank held Verizon as of Q4 2022.

Based on Montis Financial's 13F filing for Q4 2022, filed 2 Feb 2023.