Perfromance Wealth Partners’s Verizon VZ Stock Holding History

Perfromance Wealth Partners’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 Q3	–	Sell	-5,398	Closed	-$202K	–	186
2023 Q2	$202K	Buy	5,398 +124	+2%	+$4.59K	0.01%	179
2023 Q1	$205K	Sell	5,274 -280	-5%	-$11K	0.01%	172
2022 Q4	$219K	Sell	5,554 -72	-1%	-$2.71K	0.01%	153
2022 Q3	$214K	Buy	5,626 +2	+0%	+$89	0.01%	151
2022 Q2	$285K	Sell	5,624 -150	-3%	-$7.59K	0.02%	130
2022 Q1	$294K	Sell	5,774 -876	-13%	-$46.4K	0.01%	137
2021 Q4	$346K	Buy	+6,650	New	+$347K	0.01%	136

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

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

Norges Bank Oslo, Norway $935B AUM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Perfromance Wealth Partners's VZ Position: Q3 2023 in Review

Perfromance Wealth Partners sold out of Verizon (VZ) in Q3 2023, closing a stake of 5,398 shares — an estimated $202K sold.

Perfromance Wealth Partners first reported a position in VZ in Q4 2021 and held it in 7 quarters. The position peaked at $346K in Q4 2021. 2,607 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

Perfromance Wealth Partners reported no remaining Verizon position as of Q3 2023 after selling out during the quarter.
Perfromance Wealth Partners sold 5,398 Verizon shares in Q3 2023, an estimated $202K.
Perfromance Wealth Partners first reported a position in Verizon in Q4 2021 and held it in 7 quarters.
Perfromance Wealth Partners's Verizon position peaked at $346K in Q4 2021.
2,607 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on Perfromance Wealth Partners's 13F filing for Q3 2023, filed 30 Oct 2023.