Source Financial Advisors’s Verizon VZ Stock Holding History

Source 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 Q1	–	Sell	-4,434	Closed	-$231K	–	120
2021 Q4	$231K	Buy	4,434 +350	+9%	+$18.3K	0.06%	101
2021 Q3	$221K	Sell	4,084 -543	-12%	-$30K	0.06%	100
2021 Q2	$259K	Sell	4,627 -345	-7%	-$19.8K	0.07%	96
2021 Q1	$289K	Buy	4,972 +930	+23%	+$52.5K	0.08%	92
2020 Q4	$237K	Buy	+4,042	New	+$240K	0.06%	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

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

Source Financial Advisors's VZ Position: Q1 2022 in Review

Source Financial Advisors sold out of Verizon (VZ) in Q1 2022, closing a stake of 4,434 shares — an estimated $231K sold.

Source Financial Advisors first reported a position in VZ in Q4 2020 and held it in 5 quarters. The position peaked at $289K in Q1 2021. 3,019 funds tracked by Wall St. Rank hold VZ as of Q1 2022.

Source Financial Advisors reported no remaining Verizon position as of Q1 2022 after selling out during the quarter.
Source Financial Advisors sold 4,434 Verizon shares in Q1 2022, an estimated $231K.
Source Financial Advisors first reported a position in Verizon in Q4 2020 and held it in 5 quarters.
Source Financial Advisors's Verizon position peaked at $289K in Q1 2021.
3,019 funds tracked by Wall St. Rank held Verizon as of Q1 2022.

Based on Source Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.