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Titus Wealth Management’s Verizon VZ Stock Holding History

Titus 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
2022
Q2 		$343K Sell
6,749
-1,372
-17% -$69.4K 0.17% 97
2022
Q1 		$414K Buy
8,121
+342
+4% +$18.1K 0.19% 90
2021
Q4 		$404K Sell
7,779
-326
-4% -$17K 0.18% 89
2021
Q3 		$438K Buy
8,105
+2,335
+40% +$129K 0.23% 73
2021
Q2 		$323K Sell
5,770
-330
-5% -$18.9K 0.18% 100
2021
Q1 		$355K Buy
6,100
+282
+5% +$15.9K 0.21% 84
2020
Q4 		$342K Buy
5,818
+328
+6% +$19.5K 0.21% 86
2020
Q3 		$327K Buy
5,490
+928
+20% +$53.9K 0.23% 79
2020
Q2 		$251K Buy
4,562
+51
+1% +$2.87K 0.2% 89
2020
Q1 		$242K Buy
4,511
+535
+13% +$30.6K 0.23% 78
2019
Q4 		$244K Buy
3,976
+122
+3% +$7.36K 0.24% 87
2019
Q3 		$233K Buy
3,854
+337
+10% +$19.4K 0.21% 88
2019
Q2 		$201K Sell
3,517
-1,548
-31% -$89.2K 0.2% 90
2019
Q1 		$299 Buy
5,065
+50
+1% +$2.83K 0.26% 75
2018
Q4 		$281 Sell
5,015
-125
-2% -$7.09K 0.24% 71
2018
Q3 		$274K Sell
5,140
-1,153
-18% -$61K 0.24% 73
2018
Q2 		$348K Buy
+6,293
New +$305K 0.37% 52

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Titus Wealth Management's VZ Position: Q2 2022 in Review

Titus Wealth Management reduced its Verizon (VZ) stake by 17% in Q2 2022, selling an estimated $69.4K and leaving 6,749 shares worth $343K. The position accounts for 0.17% of the portfolio, ranked #97.

Titus Wealth Management first reported a position in VZ in Q2 2018 and has held it in 17 quarters since. The position peaked at $438K in Q3 2021. 2,969 funds tracked by Wall St. Rank hold VZ as of Q2 2022.

  • Titus Wealth Management held 6,749 shares of Verizon worth $343K as of Q2 2022.
  • Titus Wealth Management sold 1,372 Verizon shares in Q2 2022, an estimated $69.4K.
  • Verizon made up 0.17% of Titus Wealth Management's portfolio in Q2 2022, its #97 holding.
  • Titus Wealth Management first reported a position in Verizon in Q2 2018 and has held it in 17 quarters since.
  • Titus Wealth Management's Verizon position peaked at $438K in Q3 2021.
  • 2,969 funds tracked by Wall St. Rank held Verizon as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.