Wealthspan Partners’s Verizon VZ Stock Holding History

Wealthspan Partners’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 Q1	–	Sell	-3,990	Closed	-$207K	–	71
2021 Q4	$207K	Buy	+3,990	New	+$208K	0.18%	66

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthspan Partners's VZ Position: Q1 2022 in Review

Wealthspan Partners sold out of Verizon (VZ) in Q1 2022, closing a stake of 3,990 shares — an estimated $207K sold.

Wealthspan Partners first reported a position in VZ in Q4 2021 and held it in 1 quarter. The position peaked at $207K in Q4 2021. 3,020 funds tracked by Wall St. Rank hold VZ as of Q1 2022.

Wealthspan Partners reported no remaining Verizon position as of Q1 2022 after selling out during the quarter.
Wealthspan Partners sold 3,990 Verizon shares in Q1 2022, an estimated $207K.
Wealthspan Partners first reported a position in Verizon in Q4 2021 and held it in 1 quarter.
Wealthspan Partners's Verizon position peaked at $207K in Q4 2021.
3,020 funds tracked by Wall St. Rank held Verizon as of Q1 2022.

Based on Wealthspan Partners's 13F filing for Q1 2022, filed 12 May 2022.