Paradigm Strategies in Wealth Management’s Verizon VZ Stock Holding History

Paradigm Strategies in 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 Q3	–	Sell	-4,042	Closed	-$205K	–	43
2022 Q2	$205K	Hold	4,042	–	–	0.22%	39
2022 Q1	$206K	Hold	4,042	–	–	0.22%	44
2021 Q4	$210K	Hold	4,042	–	–	0.21%	44
2021 Q3	$218K	Sell	4,042 -26	-0.6%	-$1.44K	0.21%	46
2021 Q2	$228K	Buy	4,068 +26	+0.6%	+$1.49K	0.21%	42
2021 Q1	$235K	Buy	+4,042	New	+$228K	0.23%	37

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

Paradigm Strategies in Wealth Management's VZ Position: Q3 2022 in Review

Paradigm Strategies in Wealth Management sold out of Verizon (VZ) in Q3 2022, closing a stake of 4,042 shares — an estimated $205K sold.

Paradigm Strategies in Wealth Management first reported a position in VZ in Q1 2021 and held it in 6 quarters. The position peaked at $235K in Q1 2021. 2,758 funds tracked by Wall St. Rank hold VZ as of Q3 2022.

Paradigm Strategies in Wealth Management reported no remaining Verizon position as of Q3 2022 after selling out during the quarter.
Paradigm Strategies in Wealth Management sold 4,042 Verizon shares in Q3 2022, an estimated $205K.
Paradigm Strategies in Wealth Management first reported a position in Verizon in Q1 2021 and held it in 6 quarters.
Paradigm Strategies in Wealth Management's Verizon position peaked at $235K in Q1 2021.
2,758 funds tracked by Wall St. Rank held Verizon as of Q3 2022.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.