Summit Wealth Group’s Verizon VZ Stock Holding History

Summit Wealth 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
2023 Q2	–	Sell	-159,367	Closed	-$4K	–	260
2023 Q1	$4K	Buy	+159,367	New	+$6.28M	0.1%	64
2021 Q3	–	Sell	-2,743	Closed	-$154K	–	216
2021 Q2	$154K	Buy	2,743 +51	+2%	+$2.93K	0.23%	32
2021 Q1	$157K	Buy	+2,692	New	+$152K	0.25%	20

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Summit Wealth Group's VZ Position: Q2 2023 in Review

Summit Wealth Group sold out of Verizon (VZ) in Q2 2023, closing a stake of 159,367 shares — an estimated $4K sold.

Summit Wealth Group first reported a position in VZ in Q1 2021 and held it in 3 quarters. The position peaked at $157K in Q1 2021. 2,763 funds tracked by Wall St. Rank hold VZ as of Q2 2023.

Summit Wealth Group reported no remaining Verizon position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 159,367 Verizon shares in Q2 2023, an estimated $4K.
Summit Wealth Group first reported a position in Verizon in Q1 2021 and held it in 3 quarters.
Summit Wealth Group's Verizon position peaked at $157K in Q1 2021.
2,763 funds tracked by Wall St. Rank held Verizon as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.