NEIRG Wealth Management’s Verizon VZ Stock Holding History

NEIRG 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
2023 Q3	–	Sell	-9,046	Closed	-$336K	–	131
2023 Q2	$336K	Sell	9,046 -1,023	-10%	-$37.9K	0.06%	113
2023 Q1	$392K	Buy	10,069 +340	+3%	+$13.4K	0.07%	113
2022 Q4	$383K	Sell	9,729 -947	-9%	-$35.7K	0.07%	117
2022 Q3	$405K	Sell	10,676 -73,172	-87%	-$3.26M	0.08%	109
2022 Q2	$4.25M	Buy	83,848 +25,272	+43%	+$1.28M	0.93%	29
2022 Q1	$2.98M	Buy	58,576 +9,430	+19%	+$500K	0.58%	48
2021 Q4	$2.55M	Buy	+49,146	New	+$2.56M	0.49%	46

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

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

Norges Bank Oslo, Norway $935B AUM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

NEIRG Wealth Management's VZ Position: Q3 2023 in Review

NEIRG Wealth Management sold out of Verizon (VZ) in Q3 2023, closing a stake of 9,046 shares — an estimated $336K sold.

NEIRG Wealth Management first reported a position in VZ in Q4 2021 and held it in 7 quarters. The position peaked at $4.25M in Q2 2022. 2,607 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

NEIRG Wealth Management reported no remaining Verizon position as of Q3 2023 after selling out during the quarter.
NEIRG Wealth Management sold 9,046 Verizon shares in Q3 2023, an estimated $336K.
NEIRG Wealth Management first reported a position in Verizon in Q4 2021 and held it in 7 quarters.
NEIRG Wealth Management's Verizon position peaked at $4.25M in Q2 2022.
2,607 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.