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Wealthstreet Investment Advisors’s Verizon VZ Stock Holding History

Wealthstreet Investment Advisors’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 		$4K Hold
78
– – 0.11% 67
2021
Q4 		$4K Hold
78
– – 0.1% 68
2021
Q3 		$4K Sell
78
-1,582
-95% -$87.5K 0.11% 67
2021
Q2 		$93K Sell
1,660
-28,116
-94% -$1.61M 0.48% 51
2021
Q1 		$1.73M Sell
29,776
-1,144
-4% -$64.6K 0.17% 125
2020
Q4 		$1.82M Sell
30,920
-474
-2% -$28.2K 0.18% 121
2020
Q3 		$1.87M Buy
31,394
+1,913
+6% +$111K 0.21% 105
2020
Q2 		$1.63M Buy
29,481
+572
+2% +$32.2K 0.2% 107
2020
Q1 		$1.55M Buy
28,909
+1,106
+4% +$63.3K 0.23% 98
2019
Q4 		$1.71M Hold
27,803
– – 0.2% 110
2019
Q3 		$1.67M Buy
27,803
+748
+3% +$43.1K 0.21% 101
2019
Q2 		$1.54M Buy
27,055
+3,200
+13% +$184K 0.2% 110
2019
Q1 		$1.41M Sell
23,855
-2,171
-8% -$123K 0.19% 113
2018
Q4 		$1.43M Buy
26,026
+176
+0.7% +$9.99K 0.2% 110
2018
Q3 		$1.38M Sell
25,850
-328
-1% -$17.4K 0.17% 123
2018
Q2 		$1.32M Sell
26,178
-2,350
-8% -$114K 0.17% 126
2018
Q1 		$1.36M Sell
28,528
-436
-2% -$21.9K 0.17% 126
2017
Q4 		$1.53M Buy
+28,964
New +$1.42M 0.19% 121

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealthstreet Investment Advisors's VZ Position: Q1 2022 in Review

Wealthstreet Investment Advisors held its Verizon (VZ) position steady in Q1 2022 at 78 shares worth $4K. The position accounts for 0.11% of the portfolio, ranked #67.

Wealthstreet Investment Advisors first reported a position in VZ in Q4 2017 and has held it in 18 quarters since. The position peaked at $1.87M in Q3 2020. 3,019 funds tracked by Wall St. Rank hold VZ as of Q1 2022.

  • Wealthstreet Investment Advisors held 78 shares of Verizon worth $4K as of Q1 2022.
  • Wealthstreet Investment Advisors left its Verizon share count unchanged in Q1 2022.
  • Verizon made up 0.11% of Wealthstreet Investment Advisors's portfolio in Q1 2022, its #67 holding.
  • Wealthstreet Investment Advisors first reported a position in Verizon in Q4 2017 and has held it in 18 quarters since.
  • Wealthstreet Investment Advisors's Verizon position peaked at $1.87M in Q3 2020.
  • 3,019 funds tracked by Wall St. Rank held Verizon as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.