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Retirement Income Solutions’s Verizon VZ Stock Holding History

Retirement Income Solutions’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
-5,716
Closed -$290K – 118
2022
Q2 		$290K Sell
5,716
-26
-0.5% -$1.31K 0.1% 87
2022
Q1 		$292K Buy
5,742
+26
+0.5% +$1.38K 0.08% 90
2021
Q4 		$297K Sell
5,716
-27
-0.5% -$1.41K 0.08% 93
2021
Q3 		$310K Buy
5,743
+332
+6% +$18.4K 0.1% 83
2021
Q2 		$303K Sell
5,411
-731
-12% -$42K 0.1% 84
2021
Q1 		$357K Hold
6,142
– – 0.12% 72
2020
Q4 		$361K Buy
6,142
+375
+7% +$22.3K 0.13% 67
2020
Q3 		$343K Buy
5,767
+533
+10% +$31K 0.15% 62
2020
Q2 		$289K Sell
5,234
-206
-4% -$11.6K 0.12% 65
2020
Q1 		$292K Sell
5,440
-34
-0.6% -$1.95K 0.16% 57
2019
Q4 		$336K Sell
5,474
-711
-11% -$42.9K 0.14% 57
2019
Q3 		$373K Buy
6,185
+922
+18% +$53.1K 0.2% 50
2019
Q2 		$301K Buy
5,263
+500
+10% +$28.8K 0.16% 55
2019
Q1 		$282K Buy
4,763
+356
+8% +$20.2K 0.16% 56
2018
Q4 		$248K Sell
4,407
-232
-5% -$13.2K 0.16% 55
2018
Q3 		$248K Buy
4,639
+496
+12% +$26.3K 0.14% 60
2018
Q2 		$208K Buy
+4,143
New +$201K 0.13% 65
2018
Q1 		– Sell
-4,386
Closed -$232K – 76
2017
Q4 		$232K Buy
+4,386
New +$216K 0.14% 66

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Retirement Income Solutions's VZ Position: Q3 2022 in Review

Retirement Income Solutions sold out of Verizon (VZ) in Q3 2022, closing a stake of 5,716 shares — an estimated $290K sold.

Retirement Income Solutions first reported a position in VZ in Q4 2017 and held it in 18 quarters. The position peaked at $373K in Q3 2019. 2,758 funds tracked by Wall St. Rank hold VZ as of Q3 2022.

  • Retirement Income Solutions reported no remaining Verizon position as of Q3 2022 after selling out during the quarter.
  • Retirement Income Solutions sold 5,716 Verizon shares in Q3 2022, an estimated $290K.
  • Retirement Income Solutions first reported a position in Verizon in Q4 2017 and held it in 18 quarters.
  • Retirement Income Solutions's Verizon position peaked at $373K in Q3 2019.
  • 2,758 funds tracked by Wall St. Rank held Verizon as of Q3 2022.

Based on Retirement Income Solutions's 13F filing for Q3 2022, filed 2 Nov 2022.