Pinnacle Private Wealth’s Verizon VZ Stock Holding History

Pinnacle Private Wealth’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 Q2	$1.07M	Sell	20,997 -283	-1%	-$14.3K	0.42%	68
2022 Q1	$1.08M	Buy	21,280 +818	+4%	+$43.3K	0.34%	73
2021 Q4	$1.06M	Buy	+20,462	New	+$1.07M	0.33%	73

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Pinnacle Private Wealth's VZ Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its Verizon (VZ) stake by 1.3% in Q2 2022, selling an estimated $14.3K and leaving 20,997 shares worth $1.07M. The position accounts for 0.42% of the portfolio, ranked #68.

Pinnacle Private Wealth first reported a position in VZ in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.08M in Q1 2022. 2,972 funds tracked by Wall St. Rank hold VZ as of Q2 2022.

Pinnacle Private Wealth held 20,997 shares of Verizon worth $1.07M as of Q2 2022.
Pinnacle Private Wealth sold 283 Verizon shares in Q2 2022, an estimated $14.3K.
Verizon made up 0.42% of Pinnacle Private Wealth's portfolio in Q2 2022, its #68 holding.
Pinnacle Private Wealth first reported a position in Verizon in Q4 2021 and has held it in 3 quarters since.
Pinnacle Private Wealth's Verizon position peaked at $1.08M in Q1 2022.
2,972 funds tracked by Wall St. Rank held Verizon as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.