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Resolute Financial’s Verizon VZ Stock Holding History

Resolute Financial’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 		$341K Sell
8,648
-1,313
-13% -$49.5K 0.29% 82
2022
Q3 		$378K Sell
9,961
-862
-8% -$38.4K 0.36% 70
2022
Q2 		$549K Sell
10,823
-443
-4% -$22.4K 0.48% 50
2022
Q1 		$574K Buy
11,266
+95
+0.9% +$5.03K 0.47% 51
2021
Q4 		$580K Buy
+11,171
New +$583K 0.43% 52

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

Resolute Financial's VZ Position: Q4 2022 in Review

Resolute Financial reduced its Verizon (VZ) stake by 13% in Q4 2022, selling an estimated $49.5K and leaving 8,648 shares worth $341K. The position accounts for 0.29% of the portfolio, ranked #82.

Resolute Financial first reported a position in VZ in Q4 2021 and has held it in 5 quarters since. The position peaked at $580K in Q4 2021. 2,840 funds tracked by Wall St. Rank hold VZ as of Q4 2022.

  • Resolute Financial held 8,648 shares of Verizon worth $341K as of Q4 2022.
  • Resolute Financial sold 1,313 Verizon shares in Q4 2022, an estimated $49.5K.
  • Verizon made up 0.29% of Resolute Financial's portfolio in Q4 2022, its #82 holding.
  • Resolute Financial first reported a position in Verizon in Q4 2021 and has held it in 5 quarters since.
  • Resolute Financial's Verizon position peaked at $580K in Q4 2021.
  • 2,840 funds tracked by Wall St. Rank held Verizon as of Q4 2022.

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