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Professional Financial Advisors’s Verizon VZ Stock Holding History

Professional 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
Q4 		– Sell
-1,426
Closed -$54K – 464
2022
Q3 		$54K Sell
1,426
-75
-5% -$3.34K 0.03% 137
2022
Q2 		$76K Buy
1,501
+10
+0.7% +$506 0.04% 119
2022
Q1 		$76K Sell
1,491
-365
-20% -$19.3K 0.03% 119
2021
Q4 		$96K Buy
1,856
+12
+0.7% +$626 0.04% 135
2021
Q3 		$100K Buy
1,844
+12
+0.7% +$664 0.06% 110
2021
Q2 		$102K Buy
1,832
+130
+8% +$7.46K 0.06% 117
2021
Q1 		$99K Sell
1,702
-155
-8% -$8.75K 0.06% 106
2020
Q4 		$109K Buy
1,857
+207
+13% +$12.3K 0.09% 99
2020
Q3 		$94K Buy
+1,650
New +$95.9K 0.09% 95
2020
Q2 		– Sell
-4,333
Closed -$249K – 76
2020
Q1 		$249K Buy
+4,333
New +$248K 0.45% 45

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Professional Financial Advisors's VZ Position: Q4 2022 in Review

Professional Financial Advisors sold out of Verizon (VZ) in Q4 2022, closing a stake of 1,426 shares — an estimated $54K sold.

Professional Financial Advisors first reported a position in VZ in Q1 2020 and held it in 10 quarters. The position peaked at $249K in Q1 2020. 2,843 funds tracked by Wall St. Rank hold VZ as of Q4 2022.

  • Professional Financial Advisors reported no remaining Verizon position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 1,426 Verizon shares in Q4 2022, an estimated $54K.
  • Professional Financial Advisors first reported a position in Verizon in Q1 2020 and held it in 10 quarters.
  • Professional Financial Advisors's Verizon position peaked at $249K in Q1 2020.
  • 2,843 funds tracked by Wall St. Rank held Verizon as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.