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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

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

Bank of America

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

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

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