Nova R Wealth’s Verizon VZ Stock Holding History

Nova R 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	–	Sell	-4,713	Closed	-$239K	–	74
2022 Q2	$239K	Buy	4,713 +12	+0.3%	+$607	0.2%	63
2022 Q1	$239K	Buy	4,701 +11	+0.2%	+$583	0.2%	62
2021 Q4	$244K	Buy	+4,690	New	+$245K	0.2%	69

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Nova R Wealth's VZ Position: Q3 2022 in Review

Nova R Wealth sold out of Verizon (VZ) in Q3 2022, closing a stake of 4,713 shares — an estimated $239K sold.

Nova R Wealth first reported a position in VZ in Q4 2021 and held it in 3 quarters. The position peaked at $244K in Q4 2021. 2,758 funds tracked by Wall St. Rank hold VZ as of Q3 2022.

Nova R Wealth reported no remaining Verizon position as of Q3 2022 after selling out during the quarter.
Nova R Wealth sold 4,713 Verizon shares in Q3 2022, an estimated $239K.
Nova R Wealth first reported a position in Verizon in Q4 2021 and held it in 3 quarters.
Nova R Wealth's Verizon position peaked at $244K in Q4 2021.
2,758 funds tracked by Wall St. Rank held Verizon as of Q3 2022.

Based on Nova R Wealth's 13F filing for Q3 2022, filed 25 Oct 2022.