Pathway Financial Advisors’s Verizon VZ Stock Holding History

Pathway Financial 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 Q3	–	Sell	-4,166	Closed	-$211K	–	139
2022 Q2	$211K	Buy	+4,166	New	+$211K	0.09%	123
2020 Q4	–	Sell	-3,832	Closed	-$228K	–	122
2020 Q3	$228K	Sell	3,832 -141	-4%	-$8.19K	0.09%	90
2020 Q2	$219K	Sell	3,973 -393	-9%	-$22.1K	0.07%	88
2020 Q1	$239K	Hold	4,366	–	–	0.08%	77
2019 Q4	$263K	Buy	+4,366	New	+$263K	0.07%	96
2018 Q3	–	Sell	-1,690	Closed	-$85K	–	380
2018 Q2	$85K	Hold	1,690	–	–	0.05%	174
2018 Q1	$81K	Sell	1,690 -79	-4%	-$3.97K	0.05%	185
2017 Q4	$94K	Buy	+1,769	New	+$87K	0.05%	171

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

Pathway Financial Advisors's VZ Position: Q3 2022 in Review

Pathway Financial Advisors sold out of Verizon (VZ) in Q3 2022, closing a stake of 4,166 shares — an estimated $211K sold.

Pathway Financial Advisors first reported a position in VZ in Q4 2017 and held it in 8 quarters. The position peaked at $263K in Q4 2019. 2,758 funds tracked by Wall St. Rank hold VZ as of Q3 2022.

Pathway Financial Advisors reported no remaining Verizon position as of Q3 2022 after selling out during the quarter.
Pathway Financial Advisors sold 4,166 Verizon shares in Q3 2022, an estimated $211K.
Pathway Financial Advisors first reported a position in Verizon in Q4 2017 and held it in 8 quarters.
Pathway Financial Advisors's Verizon position peaked at $263K in Q4 2019.
2,758 funds tracked by Wall St. Rank held Verizon as of Q3 2022.

Based on Pathway Financial Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.