Williams Financial’s Verizon VZ Stock Holding History

Williams Financial’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	-5,103	Closed	-$265K	–	36
2021 Q4	$265K	Buy	+5,103	New	+$266K	0.2%	33

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

Williams Financial's VZ Position: Q1 2022 in Review

Williams Financial sold out of Verizon (VZ) in Q1 2022, closing a stake of 5,103 shares — an estimated $265K sold.

Williams Financial first reported a position in VZ in Q4 2021 and held it in 1 quarter. The position peaked at $265K in Q4 2021. 3,020 funds tracked by Wall St. Rank hold VZ as of Q1 2022.

Williams Financial reported no remaining Verizon position as of Q1 2022 after selling out during the quarter.
Williams Financial sold 5,103 Verizon shares in Q1 2022, an estimated $265K.
Williams Financial first reported a position in Verizon in Q4 2021 and held it in 1 quarter.
Williams Financial's Verizon position peaked at $265K in Q4 2021.
3,020 funds tracked by Wall St. Rank held Verizon as of Q1 2022.

Based on Williams Financial's 13F filing for Q1 2022, filed 19 Apr 2022.