Planning Center Inc’s Verizon VZ Stock Holding History

Planning Center Inc’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	-4,359	Closed	-$225K	–	49
2022 Q2	$225K	Buy	4,359 +1	+0%	+$51	0.18%	44
2022 Q1	$222K	Hold	4,358	–	–	0.64%	43
2021 Q4	$234K	Buy	+4,358	New	+$227K	0.19%	45

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

Planning Center Inc's VZ Position: Q3 2022 in Review

Planning Center Inc sold out of Verizon (VZ) in Q3 2022, closing a stake of 4,359 shares — an estimated $225K sold.

Planning Center Inc first reported a position in VZ in Q4 2021 and held it in 3 quarters. The position peaked at $234K in Q4 2021. 2,759 funds tracked by Wall St. Rank hold VZ as of Q3 2022.

Planning Center Inc reported no remaining Verizon position as of Q3 2022 after selling out during the quarter.
Planning Center Inc sold 4,359 Verizon shares in Q3 2022, an estimated $225K.
Planning Center Inc first reported a position in Verizon in Q4 2021 and held it in 3 quarters.
Planning Center Inc's Verizon position peaked at $234K in Q4 2021.
2,759 funds tracked by Wall St. Rank held Verizon as of Q3 2022.

Based on Planning Center Inc's 13F filing for Q3 2022, filed 19 Oct 2022.