Stone Summit Wealth’s Verizon VZ Stock Holding History

Stone Summit Wealth’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 Q3	–	Sell	-3,974	Closed	-$202K	–	128
2022 Q2	$202K	Hold	3,974	–	–	0.12%	126
2022 Q1	$207K	Buy	+3,974	New	+$211K	0.12%	126

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Stone Summit Wealth's VZ Position: Q3 2022 in Review

Stone Summit Wealth sold out of Verizon (VZ) in Q3 2022, closing a stake of 3,974 shares — an estimated $202K sold.

Stone Summit Wealth first reported a position in VZ in Q1 2022 and held it in 2 quarters. The position peaked at $207K in Q1 2022. 2,758 funds tracked by Wall St. Rank hold VZ as of Q3 2022.

Stone Summit Wealth reported no remaining Verizon position as of Q3 2022 after selling out during the quarter.
Stone Summit Wealth sold 3,974 Verizon shares in Q3 2022, an estimated $202K.
Stone Summit Wealth first reported a position in Verizon in Q1 2022 and held it in 2 quarters.
Stone Summit Wealth's Verizon position peaked at $207K in Q1 2022.
2,758 funds tracked by Wall St. Rank held Verizon as of Q3 2022.

Based on Stone Summit Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.