SC&H Financial Advisors’s Verizon VZ Stock Holding History

SC&H Financial Advisors’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 Q2	–	Sell	-7,389	Closed	-$376K	–	159
2022 Q1	$376K	Sell	7,389 -1,021	-12%	-$54.1K	0.18%	108
2021 Q4	$437K	Buy	+8,410	New	+$439K	0.24%	99

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

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SC&H Financial Advisors's VZ Position: Q2 2022 in Review

SC&H Financial Advisors sold out of Verizon (VZ) in Q2 2022, closing a stake of 7,389 shares — an estimated $376K sold.

SC&H Financial Advisors first reported a position in VZ in Q4 2021 and held it in 2 quarters. The position peaked at $437K in Q4 2021. 2,970 funds tracked by Wall St. Rank hold VZ as of Q2 2022.

SC&H Financial Advisors reported no remaining Verizon position as of Q2 2022 after selling out during the quarter.
SC&H Financial Advisors sold 7,389 Verizon shares in Q2 2022, an estimated $376K.
SC&H Financial Advisors first reported a position in Verizon in Q4 2021 and held it in 2 quarters.
SC&H Financial Advisors's Verizon position peaked at $437K in Q4 2021.
2,970 funds tracked by Wall St. Rank held Verizon as of Q2 2022.

Based on SC&H Financial Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.