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Paragon Advisors’s Verizon VZ Stock Holding History

Paragon Advisors’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
Q2 		– Sell
-15,693
Closed -$799K – 84
2022
Q1 		$799K Buy
15,693
+188
+1% +$9.96K 0.33% 58
2021
Q4 		$806K Buy
15,505
+184
+1% +$9.6K 0.39% 50
2021
Q3 		$827K Buy
15,321
+170
+1% +$9.4K 0.4% 53
2021
Q2 		$849K Buy
15,151
+162
+1% +$9.3K 0.4% 54
2021
Q1 		$872K Buy
14,989
+171
+1% +$9.65K 0.48% 57
2020
Q4 		$872K Buy
14,818
+135
+0.9% +$8.02K 0.47% 62
2020
Q3 		$873K Hold
14,683
– – 0.58% 55
2020
Q2 		$809K Sell
14,683
-115
-0.8% -$6.47K 0.65% 32
2020
Q1 		$795K Sell
14,798
-1,285
-8% -$73.5K 1.06% 19
2019
Q4 		$949K Buy
+16,083
New +$970K 1.02% 24

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Paragon Advisors's VZ Position: Q2 2022 in Review

Paragon Advisors sold out of Verizon (VZ) in Q2 2022, closing a stake of 15,693 shares — an estimated $799K sold.

Paragon Advisors first reported a position in VZ in Q4 2019 and held it in 10 quarters. The position peaked at $949K in Q4 2019. 2,970 funds tracked by Wall St. Rank hold VZ as of Q2 2022.

  • Paragon Advisors reported no remaining Verizon position as of Q2 2022 after selling out during the quarter.
  • Paragon Advisors sold 15,693 Verizon shares in Q2 2022, an estimated $799K.
  • Paragon Advisors first reported a position in Verizon in Q4 2019 and held it in 10 quarters.
  • Paragon Advisors's Verizon position peaked at $949K in Q4 2019.
  • 2,970 funds tracked by Wall St. Rank held Verizon as of Q2 2022.

Based on Paragon Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.