Wilkinson Global Asset Management’s Verizon VZ Stock Holding History

Wilkinson Global Asset Management’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	-6,564	Closed	-$255K	–	96
2023 Q1	$255K	Sell	6,564 -1,300	-17%	-$51.3K	0.02%	79
2022 Q4	$310K	Buy	7,864 +550	+8%	+$20.7K	0.03%	71
2022 Q3	$278K	Sell	7,314 -5,180	-41%	-$231K	0.03%	73
2022 Q2	$634K	Buy	12,494 +900	+8%	+$45.5K	0.05%	55
2022 Q1	$591K	Hold	11,594	–	–	0.04%	58
2021 Q4	$602K	Buy	11,594 +353	+3%	+$18.4K	0.03%	61
2021 Q3	$607K	Sell	11,241 -114	-1%	-$6.31K	0.04%	62
2021 Q2	$636K	Buy	11,355 +3,147	+38%	+$181K	0.04%	63
2021 Q1	$477K	Buy	+8,208	New	+$463K	0.03%	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

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

Wilkinson Global Asset Management's VZ Position: Q2 2023 in Review

Wilkinson Global Asset Management sold out of Verizon (VZ) in Q2 2023, closing a stake of 6,564 shares — an estimated $255K sold.

Wilkinson Global Asset Management first reported a position in VZ in Q1 2021 and held it in 9 quarters. The position peaked at $636K in Q2 2021. 2,763 funds tracked by Wall St. Rank hold VZ as of Q2 2023.

Wilkinson Global Asset Management reported no remaining Verizon position as of Q2 2023 after selling out during the quarter.
Wilkinson Global Asset Management sold 6,564 Verizon shares in Q2 2023, an estimated $255K.
Wilkinson Global Asset Management first reported a position in Verizon in Q1 2021 and held it in 9 quarters.
Wilkinson Global Asset Management's Verizon position peaked at $636K in Q2 2021.
2,763 funds tracked by Wall St. Rank held Verizon as of Q2 2023.

Based on Wilkinson Global Asset Management's 13F filing for Q2 2023, filed 28 Jul 2023.