Win Advisors’s Verizon VZ Stock Holding History

Win 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 Q3	–	Sell	-119	Closed	-$6K	–	167
2022 Q2	$6K	Buy	119 +53	+80%	+$2.68K	0.01%	136
2022 Q1	$3K	Buy	+66	New	+$3.5K	﹤0.01%	180

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

Win Advisors's VZ Position: Q3 2022 in Review

Win Advisors sold out of Verizon (VZ) in Q3 2022, closing a stake of 119 shares — an estimated $6K sold.

Win Advisors first reported a position in VZ in Q1 2022 and held it in 2 quarters. The position peaked at $6K in Q2 2022. 2,758 funds tracked by Wall St. Rank hold VZ as of Q3 2022.

Win Advisors reported no remaining Verizon position as of Q3 2022 after selling out during the quarter.
Win Advisors sold 119 Verizon shares in Q3 2022, an estimated $6K.
Win Advisors first reported a position in Verizon in Q1 2022 and held it in 2 quarters.
Win Advisors's Verizon position peaked at $6K in Q2 2022.
2,758 funds tracked by Wall St. Rank held Verizon as of Q3 2022.

Based on Win Advisors's 13F filing for Q3 2022, filed 27 Oct 2022.