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Sunburst Financial Group’s Verizon VZ Stock Holding History

Sunburst Financial 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
Q4 		– Sell
-9,155
Closed -$348K – 90
2022
Q3 		$348K Sell
9,155
-250
-3% -$11.1K 0.17% 63
2022
Q2 		$477K Buy
9,405
+385
+4% +$19.5K 0.23% 57
2022
Q1 		$459K Buy
9,020
+434
+5% +$23K 0.23% 49
2021
Q4 		$446K Sell
8,586
-172
-2% -$8.97K 0.23% 47
2021
Q3 		$473K Buy
8,758
+229
+3% +$12.7K 0.29% 40
2021
Q2 		$478K Buy
8,529
+107
+1% +$6.14K 0.3% 41
2021
Q1 		$490K Sell
8,422
-174
-2% -$9.82K 0.34% 38
2020
Q4 		$505K Buy
8,596
+1,115
+15% +$66.2K 0.38% 31
2020
Q3 		$445K Buy
7,481
+391
+6% +$22.7K 0.38% 32
2020
Q2 		$391K Buy
7,090
+692
+11% +$38.9K 0.35% 34
2020
Q1 		$344K Buy
6,398
+230
+4% +$13.2K 0.36% 35
2019
Q4 		$379K Buy
+6,168
New +$372K 0.33% 43

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sunburst Financial Group's VZ Position: Q4 2022 in Review

Sunburst Financial Group sold out of Verizon (VZ) in Q4 2022, closing a stake of 9,155 shares — an estimated $348K sold.

Sunburst Financial Group first reported a position in VZ in Q4 2019 and held it in 12 quarters. The position peaked at $505K in Q4 2020. 2,840 funds tracked by Wall St. Rank hold VZ as of Q4 2022.

  • Sunburst Financial Group reported no remaining Verizon position as of Q4 2022 after selling out during the quarter.
  • Sunburst Financial Group sold 9,155 Verizon shares in Q4 2022, an estimated $348K.
  • Sunburst Financial Group first reported a position in Verizon in Q4 2019 and held it in 12 quarters.
  • Sunburst Financial Group's Verizon position peaked at $505K in Q4 2020.
  • 2,840 funds tracked by Wall St. Rank held Verizon as of Q4 2022.

Based on Sunburst Financial Group's 13F filing for Q4 2022, filed 20 Jan 2023.