RW
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REDW Wealth’s Verizon VZ Stock Holding History

REDW 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
Q4 		– Sell
-5,362
Closed -$204K – 140
2022
Q3 		$204K Buy
5,362
+10
+0.2% +$445 0.08% 108
2022
Q2 		$272K Buy
5,352
+9
+0.2% +$455 0.1% 96
2022
Q1 		$272K Buy
5,343
+7
+0.1% +$371 0.08% 102
2021
Q4 		$277K Sell
5,336
-103
-2% -$5.37K 0.08% 94
2021
Q3 		$294K Sell
5,439
-472
-8% -$26.1K 0.09% 85
2021
Q2 		$331K Buy
5,911
+447
+8% +$25.7K 0.1% 81
2021
Q1 		$318K Buy
5,464
+8
+0.1% +$451 0.11% 80
2020
Q4 		$321K Buy
5,456
+379
+7% +$22.5K 0.12% 69
2020
Q3 		$302K Buy
5,077
+84
+2% +$4.88K 0.13% 66
2020
Q2 		$275K Buy
4,993
+84
+2% +$4.72K 0.14% 67
2020
Q1 		$264K Buy
4,909
+394
+9% +$22.5K 0.17% 57
2019
Q4 		$277K Buy
4,515
+2
+0% +$121 0.15% 63
2019
Q3 		$272K Buy
4,513
+12
+0.3% +$691 0.16% 67
2019
Q2 		$257K Buy
4,501
+2
+0% +$115 0.15% 67
2019
Q1 		$266K Buy
4,499
+552
+14% +$31.3K 0.16% 63
2018
Q4 		$222K Sell
3,947
-157
-4% -$8.91K 0.15% 65
2018
Q3 		$219K Buy
4,104
+6
+0.1% +$318 0.15% 77
2018
Q2 		$206K Buy
+4,098
New +$198K 0.15% 77
2018
Q1 		– Sell
-4,086
Closed -$216K – 86
2017
Q4 		$216K Sell
4,086
-1,100
-21% -$54.1K 0.17% 78
2017
Q3 		$257K Buy
5,186
+648
+14% +$30.5K 0.21% 61
2017
Q2 		$203K Buy
4,538
+6
+0.1% +$279 0.2% 70
2017
Q1 		$221K Buy
4,532
+600
+15% +$30.1K 0.22% 65
2016
Q4 		$210K Buy
+3,932
New +$197K 0.24% 68

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

REDW Wealth's VZ Position: Q4 2022 in Review

REDW Wealth sold out of Verizon (VZ) in Q4 2022, closing a stake of 5,362 shares — an estimated $204K sold.

REDW Wealth first reported a position in VZ in Q4 2016 and held it in 23 quarters. The position peaked at $331K in Q2 2021. 2,841 funds tracked by Wall St. Rank hold VZ as of Q4 2022.

  • REDW Wealth reported no remaining Verizon position as of Q4 2022 after selling out during the quarter.
  • REDW Wealth sold 5,362 Verizon shares in Q4 2022, an estimated $204K.
  • REDW Wealth first reported a position in Verizon in Q4 2016 and held it in 23 quarters.
  • REDW Wealth's Verizon position peaked at $331K in Q2 2021.
  • 2,841 funds tracked by Wall St. Rank held Verizon as of Q4 2022.

Based on REDW Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.