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WP Advisors’s Verizon VZ Stock Holding History

WP 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
Q4 		– Sell
-6,869
Closed -$261K – 110
2022
Q3 		$261K Sell
6,869
-303
-4% -$13.5K 0.12% 94
2022
Q2 		$364K Buy
7,172
+111
+2% +$5.62K 0.16% 82
2022
Q1 		$360K Sell
7,061
-1,591
-18% -$84.3K 0.15% 84
2021
Q4 		$450K Sell
8,652
-4,914
-36% -$256K 0.19% 77
2021
Q3 		$733K Sell
13,566
-893
-6% -$49.4K 0.3% 56
2021
Q2 		$810K Buy
14,459
+927
+7% +$53.2K 0.34% 45
2021
Q1 		$787K Buy
+13,532
New +$764K 0.34% 43
2019
Q2 		– Sell
-427
Closed -$252 – 161
2019
Q1 		$252 Buy
+427
New +$24.2K 0.03% 160
2018
Q4 		– Sell
-418
Closed -$22K – 232
2018
Q3 		$22K Buy
418
+23
+6% +$1.22K 0.02% 178
2018
Q2 		$20K Buy
+395
New +$19.1K 0.02% 191

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WP Advisors's VZ Position: Q4 2022 in Review

WP Advisors sold out of Verizon (VZ) in Q4 2022, closing a stake of 6,869 shares — an estimated $261K sold.

WP Advisors first reported a position in VZ in Q2 2018 and held it in 10 quarters. The position peaked at $810K in Q2 2021. 2,840 funds tracked by Wall St. Rank hold VZ as of Q4 2022.

  • WP Advisors reported no remaining Verizon position as of Q4 2022 after selling out during the quarter.
  • WP Advisors sold 6,869 Verizon shares in Q4 2022, an estimated $261K.
  • WP Advisors first reported a position in Verizon in Q2 2018 and held it in 10 quarters.
  • WP Advisors's Verizon position peaked at $810K in Q2 2021.
  • 2,840 funds tracked by Wall St. Rank held Verizon as of Q4 2022.

Based on WP Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.