Riverwater Partners’s Verizon VZ Stock Holding History

Riverwater Partners’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	-8,439	Closed	-$320K	–	216
2022 Q3	$320K	Buy	8,439 +2,727	+48%	+$121K	0.32%	105
2022 Q2	$290K	Buy	+5,712	New	+$289K	0.29%	122

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Riverwater Partners's VZ Position: Q4 2022 in Review

Riverwater Partners sold out of Verizon (VZ) in Q4 2022, closing a stake of 8,439 shares — an estimated $320K sold.

Riverwater Partners first reported a position in VZ in Q2 2022 and held it in 2 quarters. The position peaked at $320K in Q3 2022. 2,841 funds tracked by Wall St. Rank hold VZ as of Q4 2022.

Riverwater Partners reported no remaining Verizon position as of Q4 2022 after selling out during the quarter.
Riverwater Partners sold 8,439 Verizon shares in Q4 2022, an estimated $320K.
Riverwater Partners first reported a position in Verizon in Q2 2022 and held it in 2 quarters.
Riverwater Partners's Verizon position peaked at $320K in Q3 2022.
2,841 funds tracked by Wall St. Rank held Verizon as of Q4 2022.

Based on Riverwater Partners's 13F filing for Q4 2022, filed 12 Jan 2023.