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Montz Harcus Wealth Management’s Verizon VZ Stock Holding History

Montz Harcus Wealth 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
Q4 		– Sell
-6,248
Closed -$237K – 55
2022
Q3 		$237K Sell
6,248
-1,148
-16% -$51.1K 0.26% 46
2022
Q2 		$375K Buy
7,396
+328
+5% +$16.6K 0.4% 31
2022
Q1 		$360K Buy
7,068
+996
+16% +$52.8K 0.32% 36
2021
Q4 		$315K Buy
+6,072
New +$317K 0.28% 35

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

Montz Harcus Wealth Management's VZ Position: Q4 2022 in Review

Montz Harcus Wealth Management sold out of Verizon (VZ) in Q4 2022, closing a stake of 6,248 shares — an estimated $237K sold.

Montz Harcus Wealth Management first reported a position in VZ in Q4 2021 and held it in 4 quarters. The position peaked at $375K in Q2 2022. 2,841 funds tracked by Wall St. Rank hold VZ as of Q4 2022.

  • Montz Harcus Wealth Management reported no remaining Verizon position as of Q4 2022 after selling out during the quarter.
  • Montz Harcus Wealth Management sold 6,248 Verizon shares in Q4 2022, an estimated $237K.
  • Montz Harcus Wealth Management first reported a position in Verizon in Q4 2021 and held it in 4 quarters.
  • Montz Harcus Wealth Management's Verizon position peaked at $375K in Q2 2022.
  • 2,841 funds tracked by Wall St. Rank held Verizon as of Q4 2022.

Based on Montz Harcus Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.