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Private Wealth Advisors (California)’s Verizon VZ Stock Holding History

Private Wealth Advisors (California)’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 		– Sell
-51,364
Closed -$2.62M – 100
2022
Q1 		$2.62M Buy
51,364
+22,121
+76% +$1.17M 0.83% 30
2021
Q4 		$1.52M Buy
29,243
+1,199
+4% +$62.6K 0.32% 45
2021
Q3 		$1.45M Sell
28,044
-12,371
-31% -$684K 0.35% 52
2021
Q2 		$2.26M Sell
40,415
-10,947
-21% -$628K 0.69% 31
2021
Q1 		$2.99M Buy
51,362
+15,551
+43% +$878K 1.01% 21
2020
Q4 		$2.04M Buy
35,811
+3,219
+10% +$191K 0.71% 26
2020
Q3 		$1.94M Buy
32,592
+7,946
+32% +$462K 1% 22
2020
Q2 		$1.36M Buy
24,646
+5,914
+32% +$333K 0.95% 22
2020
Q1 		$1.01M Buy
18,732
+3,065
+20% +$175K 0.82% 27
2019
Q4 		$962K Buy
15,667
+4,110
+36% +$248K 0.55% 41
2019
Q3 		$698K Buy
11,557
+1,065
+10% +$61.3K 0.45% 36
2019
Q2 		$620K Hold
10,492
– – 0.42% 38
2019
Q1 		$620K Buy
10,492
+89
+0.9% +$5.04K 0.42% 38
2018
Q4 		$585K Buy
+10,403
New +$590K 0.47% 36

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Private Wealth Advisors (California)'s VZ Position: Q2 2022 in Review

Private Wealth Advisors (California) sold out of Verizon (VZ) in Q2 2022, closing a stake of 51,364 shares — an estimated $2.62M sold.

Private Wealth Advisors (California) first reported a position in VZ in Q4 2018 and held it in 14 quarters. The position peaked at $2.99M in Q1 2021. 2,969 funds tracked by Wall St. Rank hold VZ as of Q2 2022.

  • Private Wealth Advisors (California) reported no remaining Verizon position as of Q2 2022 after selling out during the quarter.
  • Private Wealth Advisors (California) sold 51,364 Verizon shares in Q2 2022, an estimated $2.62M.
  • Private Wealth Advisors (California) first reported a position in Verizon in Q4 2018 and held it in 14 quarters.
  • Private Wealth Advisors (California)'s Verizon position peaked at $2.99M in Q1 2021.
  • 2,969 funds tracked by Wall St. Rank held Verizon as of Q2 2022.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2022, filed 15 Aug 2022.