WD Rutherford’s Verizon VZ Stock Holding History

WD Rutherford’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	-3,385	Closed	-$133K	–	123
2022 Q4	$133K	Sell	3,385 -1,190	-26%	-$44.8K	0.1%	74
2022 Q3	$174K	Buy	+4,575	New	+$204K	0.14%	76

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WD Rutherford's VZ Position: Q1 2023 in Review

WD Rutherford sold out of Verizon (VZ) in Q1 2023, closing a stake of 3,385 shares — an estimated $133K sold.

WD Rutherford first reported a position in VZ in Q3 2022 and held it in 2 quarters. The position peaked at $174K in Q3 2022. 2,829 funds tracked by Wall St. Rank hold VZ as of Q1 2023.

WD Rutherford reported no remaining Verizon position as of Q1 2023 after selling out during the quarter.
WD Rutherford sold 3,385 Verizon shares in Q1 2023, an estimated $133K.
WD Rutherford first reported a position in Verizon in Q3 2022 and held it in 2 quarters.
WD Rutherford's Verizon position peaked at $174K in Q3 2022.
2,829 funds tracked by Wall St. Rank held Verizon as of Q1 2023.

Based on WD Rutherford's 13F filing for Q1 2023, filed 11 Apr 2023.