Smith Shellnut Wilson’s Verizon VZ Stock Holding History

Smith Shellnut Wilson’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	-7,780	Closed	-$404K	–	150
2021 Q4	$404K	Buy	7,780 +614	+9%	+$32K	0.2%	95
2021 Q3	$387K	Buy	7,166 +2,172	+43%	+$120K	0.22%	83
2021 Q2	$280K	Buy	+4,994	New	+$287K	0.16%	109
2021 Q1	–	Sell	-4,731	Closed	-$278K	–	163
2020 Q4	$278K	Buy	4,731 +267	+6%	+$15.9K	0.17%	100
2020 Q3	$266	Buy	4,464 +607	+16%	+$35.3K	0.1%	102
2020 Q2	$213K	Sell	3,857 -12	-0.3%	-$675	0.15%	104
2020 Q1	$208K	Sell	3,869 -1,110	-22%	-$63.5K	0.17%	101
2019 Q4	$306K	Hold	4,979	–	–	0.2%	97
2019 Q3	$301K	Hold	4,979	–	–	0.22%	91
2019 Q2	$284K	Hold	4,979	–	–	0.21%	93
2019 Q1	$294K	Buy	4,979 +1,110	+29%	+$62.9K	0.23%	91
2018 Q4	$218K	Hold	3,869	–	–	0.23%	102
2018 Q3	$207K	Buy	+3,869	New	+$205K	0.19%	114
2018 Q1	–	Sell	-3,912	Closed	-$207K	–	137
2017 Q4	$207K	Sell	3,912 -3,708	-49%	-$182K	0.18%	121
2017 Q3	$377K	Buy	7,620 +830	+12%	+$39.1K	0.33%	66
2017 Q2	$379K	Sell	6,790 -268	-4%	-$12.5K	0.39%	51
2017 Q1	$344K	Hold	7,058	–	–	0.32%	73
2016 Q4	$377K	Buy	+7,058	New	+$353K	0.36%	59

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

Smith Shellnut Wilson's VZ Position: Q1 2022 in Review

Smith Shellnut Wilson sold out of Verizon (VZ) in Q1 2022, closing a stake of 7,780 shares — an estimated $404K sold.

Smith Shellnut Wilson first reported a position in VZ in Q4 2016 and held it in 18 quarters. The position peaked at $404K in Q4 2021. 3,020 funds tracked by Wall St. Rank hold VZ as of Q1 2022.

Smith Shellnut Wilson reported no remaining Verizon position as of Q1 2022 after selling out during the quarter.
Smith Shellnut Wilson sold 7,780 Verizon shares in Q1 2022, an estimated $404K.
Smith Shellnut Wilson first reported a position in Verizon in Q4 2016 and held it in 18 quarters.
Smith Shellnut Wilson's Verizon position peaked at $404K in Q4 2021.
3,020 funds tracked by Wall St. Rank held Verizon as of Q1 2022.

Based on Smith Shellnut Wilson's 13F filing for Q1 2022, filed 2 May 2022.