One Charles Private Wealth Services’s Verizon VZ Stock Holding History

One Charles Private Wealth Services’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	-4,445	Closed	-$225K	–	124
2022 Q2	$225K	Buy	4,445 +12	+0.3%	+$607	0.15%	107
2022 Q1	$226K	Buy	4,433 +492	+12%	+$26.1K	0.14%	108
2021 Q4	$205K	Buy	3,941 +6	+0.2%	+$313	0.12%	113
2021 Q3	$213K	Buy	3,935 +1	+0%	+$55	0.12%	114
2021 Q2	$220K	Buy	+3,934	New	+$226K	0.15%	104
2020 Q4	–	Sell	-5,966	Closed	-$355K	–	56
2020 Q3	$355K	Sell	5,966 -3,852	-39%	-$224K	0.22%	23
2020 Q2	$556K	Buy	+9,818	New	+$552K	0.29%	41

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

One Charles Private Wealth Services's VZ Position: Q3 2022 in Review

One Charles Private Wealth Services sold out of Verizon (VZ) in Q3 2022, closing a stake of 4,445 shares — an estimated $225K sold.

One Charles Private Wealth Services first reported a position in VZ in Q2 2020 and held it in 7 quarters. The position peaked at $556K in Q2 2020. 2,758 funds tracked by Wall St. Rank hold VZ as of Q3 2022.

One Charles Private Wealth Services reported no remaining Verizon position as of Q3 2022 after selling out during the quarter.
One Charles Private Wealth Services sold 4,445 Verizon shares in Q3 2022, an estimated $225K.
One Charles Private Wealth Services first reported a position in Verizon in Q2 2020 and held it in 7 quarters.
One Charles Private Wealth Services's Verizon position peaked at $556K in Q2 2020.
2,758 funds tracked by Wall St. Rank held Verizon as of Q3 2022.

Based on One Charles Private Wealth Services's 13F filing for Q3 2022, filed 9 Nov 2022.