W.H. Cornerstone Investments’s Verizon VZ Stock Holding History

W.H. Cornerstone Investments’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	-6,253	Closed	-$243K	–	133
2023 Q1	$243K	Buy	6,253 +98	+2%	+$3.87K	0.22%	112
2022 Q4	$258K	Buy	6,155 +141	+2%	+$5.31K	0.24%	104
2022 Q3	$216K	Buy	+6,014	New	+$268K	0.23%	107

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

W.H. Cornerstone Investments's VZ Position: Q2 2023 in Review

W.H. Cornerstone Investments sold out of Verizon (VZ) in Q2 2023, closing a stake of 6,253 shares — an estimated $243K sold.

W.H. Cornerstone Investments first reported a position in VZ in Q3 2022 and held it in 3 quarters. The position peaked at $258K in Q4 2022. 2,763 funds tracked by Wall St. Rank hold VZ as of Q2 2023.

W.H. Cornerstone Investments reported no remaining Verizon position as of Q2 2023 after selling out during the quarter.
W.H. Cornerstone Investments sold 6,253 Verizon shares in Q2 2023, an estimated $243K.
W.H. Cornerstone Investments first reported a position in Verizon in Q3 2022 and held it in 3 quarters.
W.H. Cornerstone Investments's Verizon position peaked at $258K in Q4 2022.
2,763 funds tracked by Wall St. Rank held Verizon as of Q2 2023.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2023, filed 12 Jul 2023.