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Oxler Private Wealth’s Verizon VZ Stock Holding History

Oxler Private 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
Q1 		– Sell
-53,790
Closed -$2.79M – 119
2021
Q4 		$2.79M Buy
53,790
+23,950
+80% +$1.25M 1.16% 23
2021
Q3 		$1.61M Buy
29,840
+11,969
+67% +$662K 0.71% 40
2021
Q2 		$1M Buy
17,871
+4,031
+29% +$231K 0.44% 62
2021
Q1 		$804K Hold
13,840
– – 0.41% 66
2020
Q4 		$813K Buy
+13,840
New +$822K 0.46% 48

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Oxler Private Wealth's VZ Position: Q1 2022 in Review

Oxler Private Wealth sold out of Verizon (VZ) in Q1 2022, closing a stake of 53,790 shares — an estimated $2.79M sold.

Oxler Private Wealth first reported a position in VZ in Q4 2020 and held it in 5 quarters. The position peaked at $2.79M in Q4 2021. 3,020 funds tracked by Wall St. Rank hold VZ as of Q1 2022.

  • Oxler Private Wealth reported no remaining Verizon position as of Q1 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 53,790 Verizon shares in Q1 2022, an estimated $2.79M.
  • Oxler Private Wealth first reported a position in Verizon in Q4 2020 and held it in 5 quarters.
  • Oxler Private Wealth's Verizon position peaked at $2.79M in Q4 2021.
  • 3,020 funds tracked by Wall St. Rank held Verizon as of Q1 2022.

Based on Oxler Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.