Strategic Wealth Management’s Verizon VZ Stock Holding History

Strategic 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
2021 Q4	$15K	Sell	295 -40	-12%	-$2.09K	0.01%	67
2021 Q3	$18K	Sell	335 -1,029	-75%	-$56.9K	0.01%	65
2021 Q2	$76K	Sell	1,364 -11,030	-89%	-$633K	0.04%	65
2021 Q1	$721K	Sell	12,394 -500	-4%	-$28.2K	0.43%	52
2020 Q4	$758K	Sell	12,894 -50	-0.4%	-$2.97K	0.47%	49
2020 Q3	$770K	Sell	12,944 -8,388	-39%	-$487K	0.58%	46
2020 Q2	$1.18M	Buy	21,332 +7,198	+51%	+$405K	1.09%	27
2020 Q1	$759K	Buy	+14,134	New	+$809K	1.01%	15

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Strategic Wealth Management's VZ Position: Q4 2021 in Review

Strategic Wealth Management reduced its Verizon (VZ) stake by 12% in Q4 2021, selling an estimated $2.09K and leaving 295 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #67.

Strategic Wealth Management first reported a position in VZ in Q1 2020 and has held it in 8 quarters since. The position peaked at $1.18M in Q2 2020. 3,012 funds tracked by Wall St. Rank hold VZ as of Q4 2021.

Strategic Wealth Management held 295 shares of Verizon worth $15K as of Q4 2021.
Strategic Wealth Management sold 40 Verizon shares in Q4 2021, an estimated $2.09K.
Verizon made up 0.01% of Strategic Wealth Management's portfolio in Q4 2021, its #67 holding.
Strategic Wealth Management first reported a position in Verizon in Q1 2020 and has held it in 8 quarters since.
Strategic Wealth Management's Verizon position peaked at $1.18M in Q2 2020.
3,012 funds tracked by Wall St. Rank held Verizon as of Q4 2021.

Based on Strategic Wealth Management's 13F filing for Q4 2021, filed 7 Feb 2022.