Wipfli Financial Advisors’s Verizon VZ Stock Holding History

Wipfli Financial 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	$796K	Buy	+20,951	New	+$933K	0.06%	150

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

Wipfli Financial Advisors's VZ Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Verizon (VZ) in Q3 2022: 20,951 shares worth $796K. The stake represents 0.06% of the portfolio and ranks #150 among its holdings.

2,758 funds tracked by Wall St. Rank hold VZ as of Q3 2022.

Wipfli Financial Advisors held 20,951 shares of Verizon worth $796K as of Q3 2022.
Verizon was a new Wipfli Financial Advisors position in Q3 2022.
Verizon made up 0.06% of Wipfli Financial Advisors's portfolio in Q3 2022, its #150 holding.
2,758 funds tracked by Wall St. Rank held Verizon as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.