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Parisi Gray Wealth Management’s Verizon VZ Stock Holding History

Parisi Gray 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
2023
Q1 		– Sell
-6,586
Closed -$259K – 105
2022
Q4 		$259K Buy
6,586
+149
+2% +$5.61K 0.13% 83
2022
Q3 		$244K Sell
6,437
-40
-0.6% -$1.78K 0.19% 73
2022
Q2 		$329K Buy
6,477
+75
+1% +$3.79K 0.17% 81
2022
Q1 		$326K Buy
6,402
+34
+0.5% +$1.8K 0.13% 91
2021
Q4 		$331K Sell
6,368
-19
-0.3% -$991 0.12% 98
2021
Q3 		$347K Sell
6,387
-190
-3% -$10.5K 0.14% 102
2021
Q2 		$369K Buy
6,577
+63
+1% +$3.62K 0.14% 100
2021
Q1 		$379K Buy
6,514
+155
+2% +$8.75K 0.16% 95
2020
Q4 		$374K Buy
6,359
+33
+0.5% +$1.96K 0.17% 95
2020
Q3 		$376K Sell
6,326
-65
-1% -$3.78K 0.2% 81
2020
Q2 		$352K Sell
6,391
-77
-1% -$4.33K 0.2% 83
2020
Q1 		$348K Sell
6,468
-219
-3% -$12.5K 0.25% 72
2019
Q4 		$411K Sell
6,687
-48
-0.7% -$2.9K 0.23% 75
2019
Q3 		$407K Buy
6,735
+129
+2% +$7.43K 0.27% 73
2019
Q2 		$377K Sell
6,606
-3,268
-33% -$188K 0.26% 73
2019
Q1 		$584K Sell
9,874
-93
-0.9% -$5.27K 0.37% 54
2018
Q4 		$551K Hold
9,967
– – 0.37% 57
2018
Q3 		$534K Hold
9,967
– – 0.33% 70
2018
Q2 		$513K Sell
9,967
-16
-0.2% -$774 0.34% 70
2018
Q1 		$474K Sell
9,983
-161
-2% -$8.09K 0.36% 68
2017
Q4 		$543K Buy
+10,144
New +$499K 0.41% 60

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parisi Gray Wealth Management's VZ Position: Q1 2023 in Review

Parisi Gray Wealth Management sold out of Verizon (VZ) in Q1 2023, closing a stake of 6,586 shares — an estimated $259K sold.

Parisi Gray Wealth Management first reported a position in VZ in Q4 2017 and held it in 21 quarters. The position peaked at $584K in Q1 2019. 2,828 funds tracked by Wall St. Rank hold VZ as of Q1 2023.

  • Parisi Gray Wealth Management reported no remaining Verizon position as of Q1 2023 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 6,586 Verizon shares in Q1 2023, an estimated $259K.
  • Parisi Gray Wealth Management first reported a position in Verizon in Q4 2017 and held it in 21 quarters.
  • Parisi Gray Wealth Management's Verizon position peaked at $584K in Q1 2019.
  • 2,828 funds tracked by Wall St. Rank held Verizon as of Q1 2023.

Based on Parisi Gray Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.