Udine Wealth Management’s Verizon VZ Stock Holding History

Udine 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
2023 Q2	–	Sell	-34,094	Closed	-$1.33M	–	26
2023 Q1	$1.33M	Sell	34,094 -686	-2%	-$27.1K	2.05%	15
2022 Q4	$1.37M	Buy	+34,780	New	+$1.31M	1.69%	9

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

Udine Wealth Management's VZ Position: Q2 2023 in Review

Udine Wealth Management sold out of Verizon (VZ) in Q2 2023, closing a stake of 34,094 shares — an estimated $1.33M sold.

Udine Wealth Management first reported a position in VZ in Q4 2022 and held it in 2 quarters. The position peaked at $1.37M in Q4 2022. 2,764 funds tracked by Wall St. Rank hold VZ as of Q2 2023.

Udine Wealth Management reported no remaining Verizon position as of Q2 2023 after selling out during the quarter.
Udine Wealth Management sold 34,094 Verizon shares in Q2 2023, an estimated $1.33M.
Udine Wealth Management first reported a position in Verizon in Q4 2022 and held it in 2 quarters.
Udine Wealth Management's Verizon position peaked at $1.37M in Q4 2022.
2,764 funds tracked by Wall St. Rank held Verizon as of Q2 2023.

Based on Udine Wealth Management's 13F filing for Q2 2023, filed 13 Jul 2023.