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VZ icon

Surevest’s Verizon VZ Stock Holding History

Surevest’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 		$2.52M Buy
66,224
+1,732
+3% +$77.1K 0.68% 63
2022
Q2 		$3.27M Buy
64,492
+3,556
+6% +$180K 0.86% 50
2022
Q1 		$3.1M Buy
60,936
+2,263
+4% +$120K 0.75% 59
2021
Q4 		$3.05M Sell
58,673
-18,680
-24% -$975K 0.72% 62
2021
Q3 		$4.18M Buy
77,353
+4,159
+6% +$230K 1.06% 50
2021
Q2 		$4.1M Buy
73,194
+2,504
+4% +$144K 1.07% 57
2021
Q1 		$4.11M Buy
70,690
+8,309
+13% +$469K 1.24% 53
2020
Q4 		$3.67M Buy
62,381
+4,491
+8% +$267K 1.22% 49
2020
Q3 		$3.44M Buy
57,890
+5,417
+10% +$315K 1.35% 36
2020
Q2 		$2.89M Buy
52,473
+1,661
+3% +$93.4K 1.28% 44
2020
Q1 		$2.73M Buy
50,812
+14,094
+38% +$806K 1.49% 13
2019
Q4 		$2.25M Buy
36,718
+7,998
+28% +$482K 0.96% 34
2019
Q3 		$1.73M Buy
28,720
+2,095
+8% +$121K 0.85% 42
2019
Q2 		$1.52M Buy
26,625
+7,716
+41% +$445K 0.79% 42
2019
Q1 		$1.12M Buy
18,909
+4,546
+32% +$257K 0.69% 41
2018
Q4 		$807K Buy
+14,363
New +$815K 0.64% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Surevest's VZ Position: Q3 2022 in Review

Surevest increased its Verizon (VZ) stake by 2.7% in Q3 2022, buying an estimated $77.1K and bringing the position to 66,224 shares worth $2.52M. The position accounts for 0.68% of the portfolio, ranked #63.

Surevest first reported a position in VZ in Q4 2018 and has held it in 16 quarters since. The position peaked at $4.18M in Q3 2021. 2,758 funds tracked by Wall St. Rank hold VZ as of Q3 2022.

  • Surevest held 66,224 shares of Verizon worth $2.52M as of Q3 2022.
  • Surevest bought 1,732 Verizon shares in Q3 2022, an estimated $77.1K.
  • Verizon made up 0.68% of Surevest's portfolio in Q3 2022, its #63 holding.
  • Surevest first reported a position in Verizon in Q4 2018 and has held it in 16 quarters since.
  • Surevest's Verizon position peaked at $4.18M in Q3 2021.
  • 2,758 funds tracked by Wall St. Rank held Verizon as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.