Sterling Group Wealth Management’s Verizon VZ Stock Holding History

Sterling Group 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
2023 Q3	–	Sell	-5,945	Closed	-$221K	–	52
2023 Q2	$221K	Buy	5,945 +8	+0.1%	+$296	0.19%	47
2023 Q1	$231K	Buy	5,937 +7	+0.1%	+$276	0.22%	46
2022 Q4	$234K	Buy	+5,930	New	+$223K	0.23%	42

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sterling Group Wealth Management's VZ Position: Q3 2023 in Review

Sterling Group Wealth Management sold out of Verizon (VZ) in Q3 2023, closing a stake of 5,945 shares — an estimated $221K sold.

Sterling Group Wealth Management first reported a position in VZ in Q4 2022 and held it in 3 quarters. The position peaked at $234K in Q4 2022. 2,608 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

Sterling Group Wealth Management reported no remaining Verizon position as of Q3 2023 after selling out during the quarter.
Sterling Group Wealth Management sold 5,945 Verizon shares in Q3 2023, an estimated $221K.
Sterling Group Wealth Management first reported a position in Verizon in Q4 2022 and held it in 3 quarters.
Sterling Group Wealth Management's Verizon position peaked at $234K in Q4 2022.
2,608 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on Sterling Group Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.