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Schneider Downs Wealth Management Advisors’s Verizon VZ Stock Holding History

Schneider Downs Wealth Management 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
2023
Q2 		– Sell
-5,247
Closed -$204K – 118
2023
Q1 		$204K Buy
+5,247
New +$207K 0.04% 109
2022
Q1 		– Sell
-4,656
Closed -$242K – 162
2021
Q4 		$242K Buy
+4,656
New +$243K 0.06% 137
2021
Q3 		– Sell
-4,503
Closed -$252K – 149
2021
Q2 		$252K Buy
4,503
+310
+7% +$17.8K 0.07% 119
2021
Q1 		$244K Buy
+4,193
New +$237K 0.06% 116
2019
Q1 		– Sell
-9,244
Closed -$520K – 71
2018
Q4 		$520K Sell
9,244
-270
-3% -$15.3K 0.22% 31
2018
Q3 		$508K Buy
9,514
+741
+8% +$39.2K 0.32% 29
2018
Q2 		$441K Buy
8,773
+396
+5% +$19.2K 0.29% 26
2018
Q1 		$401K Buy
8,377
+659
+9% +$33.1K 0.23% 30
2017
Q4 		$409K Sell
7,718
-48
-0.6% -$2.36K 0.24% 25
2017
Q3 		$384K Sell
7,766
-1,454
-16% -$68.4K 0.25% 27
2017
Q2 		$412K Buy
9,220
+588
+7% +$27.4K 0.27% 25
2017
Q1 		$421K Buy
8,632
+541
+7% +$27.1K 0.29% 26
2016
Q4 		$432K Sell
8,091
-98
-1% -$4.9K 0.29% 23
2016
Q3 		$426K Buy
8,189
+98
+1% +$5.26K 0.28% 23
2016
Q2 		$452K Hold
8,091
– – 0.3% 18
2016
Q1 		$438K Buy
8,091
+989
+14% +$49.5K 0.31% 15
2015
Q4 		$328K Buy
+7,102
New +$322K 0.38% 22

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's VZ Position: Q2 2023 in Review

Schneider Downs Wealth Management Advisors sold out of Verizon (VZ) in Q2 2023, closing a stake of 5,247 shares — an estimated $204K sold.

Schneider Downs Wealth Management Advisors first reported a position in VZ in Q4 2015 and held it in 17 quarters. The position peaked at $520K in Q4 2018. 2,764 funds tracked by Wall St. Rank hold VZ as of Q2 2023.

  • Schneider Downs Wealth Management Advisors reported no remaining Verizon position as of Q2 2023 after selling out during the quarter.
  • Schneider Downs Wealth Management Advisors sold 5,247 Verizon shares in Q2 2023, an estimated $204K.
  • Schneider Downs Wealth Management Advisors first reported a position in Verizon in Q4 2015 and held it in 17 quarters.
  • Schneider Downs Wealth Management Advisors's Verizon position peaked at $520K in Q4 2018.
  • 2,764 funds tracked by Wall St. Rank held Verizon as of Q2 2023.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.