Silicon Hills Wealth Management’s Verizon VZ Stock Holding History

Silicon Hills Wealth Management’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 Q1	–	Sell	-4,400	Closed	-$229K	–	121
2021 Q4	$229K	Sell	4,400 -90	-2%	-$4.7K	0.14%	111
2021 Q3	$243K	Buy	+4,490	New	+$248K	0.17%	101
2020 Q4	–	Sell	-7,695	Closed	-$458K	–	85
2020 Q3	$458K	Hold	7,695	–	–	0.47%	55
2020 Q2	$424K	Sell	7,695 -325	-4%	-$18.3K	0.51%	55
2020 Q1	$431K	Buy	8,020 +8,005	+53,367%	+$458K	0.57%	51
2019 Q4	$511	Buy	+15	New	+$905	0.39%	54

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

Silicon Hills Wealth Management's VZ Position: Q1 2022 in Review

Silicon Hills Wealth Management sold out of Verizon (VZ) in Q1 2022, closing a stake of 4,400 shares — an estimated $229K sold.

Silicon Hills Wealth Management first reported a position in VZ in Q4 2019 and held it in 6 quarters. The position peaked at $458K in Q3 2020. 3,020 funds tracked by Wall St. Rank hold VZ as of Q1 2022.

Silicon Hills Wealth Management reported no remaining Verizon position as of Q1 2022 after selling out during the quarter.
Silicon Hills Wealth Management sold 4,400 Verizon shares in Q1 2022, an estimated $229K.
Silicon Hills Wealth Management first reported a position in Verizon in Q4 2019 and held it in 6 quarters.
Silicon Hills Wealth Management's Verizon position peaked at $458K in Q3 2020.
3,020 funds tracked by Wall St. Rank held Verizon as of Q1 2022.

Based on Silicon Hills Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.