Peak Financial Advisors’s Verizon VZ Stock Holding History

Peak 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
2023 Q1	–	Sell	-8,202	Closed	-$323K	–	76
2022 Q4	$323K	Sell	8,202 -1,057	-11%	-$39.8K	0.29%	42
2022 Q3	$352K	Sell	9,259 -1,847	-17%	-$82.3K	0.43%	39
2022 Q2	$564K	Buy	11,106 +463	+4%	+$23.4K	0.56%	39
2022 Q1	$542K	Buy	+10,643	New	+$564K	0.46%	49

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Peak Financial Advisors's VZ Position: Q1 2023 in Review

Peak Financial Advisors sold out of Verizon (VZ) in Q1 2023, closing a stake of 8,202 shares — an estimated $323K sold.

Peak Financial Advisors first reported a position in VZ in Q1 2022 and held it in 4 quarters. The position peaked at $564K in Q2 2022. 2,829 funds tracked by Wall St. Rank hold VZ as of Q1 2023.

Peak Financial Advisors reported no remaining Verizon position as of Q1 2023 after selling out during the quarter.
Peak Financial Advisors sold 8,202 Verizon shares in Q1 2023, an estimated $323K.
Peak Financial Advisors first reported a position in Verizon in Q1 2022 and held it in 4 quarters.
Peak Financial Advisors's Verizon position peaked at $564K in Q2 2022.
2,829 funds tracked by Wall St. Rank held Verizon as of Q1 2023.

Based on Peak Financial Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.