Pettinga Financial Advisors’s Verizon VZ Stock Holding History

Pettinga 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 Q1	–	Sell	-4,305	Closed	-$224K	–	118
2021 Q4	$224K	Sell	4,305 -1,082	-20%	-$56.5K	0.05%	99
2021 Q3	$291K	Buy	5,387 +82	+2%	+$4.54K	0.07%	86
2021 Q2	$297K	Sell	5,305 -315	-6%	-$18.1K	0.08%	83
2021 Q1	$327K	Buy	5,620 +24	+0.4%	+$1.35K	0.1%	75
2020 Q4	$329K	Sell	5,596 -707	-11%	-$42K	0.12%	67
2020 Q3	$375K	Sell	6,303 -397	-6%	-$23.1K	0.16%	58
2020 Q2	$369K	Buy	6,700 +36	+0.5%	+$2.02K	0.18%	54
2020 Q1	$358K	Sell	6,664 -429	-6%	-$24.5K	0.24%	53
2019 Q4	$435K	Sell	7,093 -14,086	-67%	-$850K	0.23%	55
2019 Q3	$1.28M	Buy	21,179 +14,063	+198%	+$810K	0.69%	31
2019 Q2	$407K	Buy	7,116 +421	+6%	+$24.3K	0.21%	65
2019 Q1	$396K	Buy	6,695 +1,012	+18%	+$57.3K	0.21%	61
2018 Q4	$319K	Buy	+5,683	New	+$322K	0.21%	66

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pettinga Financial Advisors's VZ Position: Q1 2022 in Review

Pettinga Financial Advisors sold out of Verizon (VZ) in Q1 2022, closing a stake of 4,305 shares — an estimated $224K sold.

Pettinga Financial Advisors first reported a position in VZ in Q4 2018 and held it in 13 quarters. The position peaked at $1.28M in Q3 2019. 3,019 funds tracked by Wall St. Rank hold VZ as of Q1 2022.

Pettinga Financial Advisors reported no remaining Verizon position as of Q1 2022 after selling out during the quarter.
Pettinga Financial Advisors sold 4,305 Verizon shares in Q1 2022, an estimated $224K.
Pettinga Financial Advisors first reported a position in Verizon in Q4 2018 and held it in 13 quarters.
Pettinga Financial Advisors's Verizon position peaked at $1.28M in Q3 2019.
3,019 funds tracked by Wall St. Rank held Verizon as of Q1 2022.

Based on Pettinga Financial Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.