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USAdvisors Wealth Management’s Verizon VZ Stock Holding History

USAdvisors 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
Q1 		– Sell
-6,174
Closed -$243K – 119
2022
Q4 		$243K Buy
6,174
+225
+4% +$8.48K 0.12% 101
2022
Q3 		$226K Buy
5,949
+438
+8% +$19.5K 0.12% 106
2022
Q2 		$280K Sell
5,511
-6,825
-55% -$345K 0.14% 99
2022
Q1 		$628K Buy
12,336
+708
+6% +$37.5K 0.27% 75
2021
Q4 		$604K Buy
11,628
+252
+2% +$13.1K 0.25% 75
2021
Q3 		$614K Buy
11,376
+3,748
+49% +$207K 0.27% 73
2021
Q2 		$427K Buy
7,628
+2,506
+49% +$144K 0.23% 73
2021
Q1 		$298K Sell
5,122
-1,848
-27% -$104K 0.14% 88
2020
Q4 		$408K Buy
6,970
+1,852
+36% +$110K 0.2% 66
2020
Q3 		$304 Sell
5,118
-1,215
-19% -$70.6K 0.05% 59
2020
Q2 		$349K Buy
+6,333
New +$356K 0.19% 55
2020
Q1 		– Sell
-4,525
Closed -$278K – 98
2019
Q4 		$278K Sell
4,525
-245
-5% -$14.8K 0.14% 72
2019
Q3 		$288K Buy
+4,770
New +$275K 0.15% 50

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

USAdvisors Wealth Management's VZ Position: Q1 2023 in Review

USAdvisors Wealth Management sold out of Verizon (VZ) in Q1 2023, closing a stake of 6,174 shares — an estimated $243K sold.

USAdvisors Wealth Management first reported a position in VZ in Q3 2019 and held it in 13 quarters. The position peaked at $628K in Q1 2022. 2,828 funds tracked by Wall St. Rank hold VZ as of Q1 2023.

  • USAdvisors Wealth Management reported no remaining Verizon position as of Q1 2023 after selling out during the quarter.
  • USAdvisors Wealth Management sold 6,174 Verizon shares in Q1 2023, an estimated $243K.
  • USAdvisors Wealth Management first reported a position in Verizon in Q3 2019 and held it in 13 quarters.
  • USAdvisors Wealth Management's Verizon position peaked at $628K in Q1 2022.
  • 2,828 funds tracked by Wall St. Rank held Verizon as of Q1 2023.

Based on USAdvisors Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.