Willner & Heller’s Verizon VZ Stock Holding History

Willner & Heller’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 Q3	–	Sell	-4,943	Closed	-$251K	–	119
2022 Q2	$251K	Sell	4,943 -134	-3%	-$6.78K	0.39%	101
2022 Q1	$264K	Buy	5,077 +6	+0.1%	+$318	0.32%	111
2021 Q4	$274K	Buy	+5,071	New	+$265K	0.36%	99

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Willner & Heller's VZ Position: Q3 2022 in Review

Willner & Heller sold out of Verizon (VZ) in Q3 2022, closing a stake of 4,943 shares — an estimated $251K sold.

Willner & Heller first reported a position in VZ in Q4 2021 and held it in 3 quarters. The position peaked at $274K in Q4 2021. 2,758 funds tracked by Wall St. Rank hold VZ as of Q3 2022.

Willner & Heller reported no remaining Verizon position as of Q3 2022 after selling out during the quarter.
Willner & Heller sold 4,943 Verizon shares in Q3 2022, an estimated $251K.
Willner & Heller first reported a position in Verizon in Q4 2021 and held it in 3 quarters.
Willner & Heller's Verizon position peaked at $274K in Q4 2021.
2,758 funds tracked by Wall St. Rank held Verizon as of Q3 2022.

Based on Willner & Heller's 13F filing for Q3 2022, filed 24 Oct 2022.