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Stonebridge Financial Planning Group’s Verizon VZ Stock Holding History

Stonebridge Financial Planning Group’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
-2,539
Closed -$134K – 362
2021
Q4 		$134K Sell
2,539
-350
-12% -$18.3K 0.07% 142
2021
Q3 		$153K Hold
2,889
– – 0.07% 139
2021
Q2 		$162K Sell
2,889
-900
-24% -$51.6K 0.09% 129
2021
Q1 		$218K Sell
3,789
-270
-7% -$15.2K 0.13% 106
2020
Q4 		$238K Hold
4,059
– – 0.15% 95
2020
Q3 		$236K Sell
4,059
-52
-1% -$3.02K 0.17% 84
2020
Q2 		$225K Buy
4,111
+10
+0.2% +$563 0.19% 79
2020
Q1 		$237K Buy
4,101
+121
+3% +$6.92K 0.24% 75
2019
Q4 		$244K Buy
+3,980
New +$240K 0.22% 76

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stonebridge Financial Planning Group's VZ Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Verizon (VZ) in Q1 2022, closing a stake of 2,539 shares — an estimated $134K sold.

Stonebridge Financial Planning Group first reported a position in VZ in Q4 2019 and held it in 9 quarters. The position peaked at $244K in Q4 2019. 3,019 funds tracked by Wall St. Rank hold VZ as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Verizon position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 2,539 Verizon shares in Q1 2022, an estimated $134K.
  • Stonebridge Financial Planning Group first reported a position in Verizon in Q4 2019 and held it in 9 quarters.
  • Stonebridge Financial Planning Group's Verizon position peaked at $244K in Q4 2019.
  • 3,019 funds tracked by Wall St. Rank held Verizon as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.