RVW Wealth’s Verizon VZ Stock Holding History

RVW 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
2023 Q4	–	Sell	-1,125	Closed	-$36.5K	–	361
2023 Q3	$36.5K	Buy	+1,125	New	+$38K	﹤0.01%	266
2022 Q3	–	Sell	-4,591	Closed	-$233K	–	133
2022 Q2	$233K	Buy	+4,591	New	+$232K	0.03%	117

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RVW Wealth's VZ Position: Q4 2023 in Review

RVW Wealth sold out of Verizon (VZ) in Q4 2023, closing a stake of 1,125 shares — an estimated $36.5K sold.

RVW Wealth first reported a position in VZ in Q2 2022 and held it in 2 quarters. The position peaked at $233K in Q2 2022. 2,825 funds tracked by Wall St. Rank hold VZ as of Q4 2023.

RVW Wealth reported no remaining Verizon position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 1,125 Verizon shares in Q4 2023, an estimated $36.5K.
RVW Wealth first reported a position in Verizon in Q2 2022 and held it in 2 quarters.
RVW Wealth's Verizon position peaked at $233K in Q2 2022.
2,825 funds tracked by Wall St. Rank held Verizon as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.