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YorkBridge Wealth Partners’s Verizon VZ Stock Holding History

YorkBridge Wealth Partners’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 		$1.53M Sell
38,864
-382
-1% -$14.4K 0.39% 64
2022
Q3 		$1.49M Sell
39,246
-3,774
-9% -$168K 0.38% 63
2022
Q2 		$2.18M Sell
43,020
-1,917
-4% -$97K 0.57% 47
2022
Q1 		$2.29M Buy
44,937
+3,612
+9% +$191K 0.5% 52
2021
Q4 		$2.15M Buy
41,325
+558
+1% +$29.1K 0.48% 55
2021
Q3 		$2.2M Sell
40,767
-1,282
-3% -$70.9K 0.55% 51
2021
Q2 		$2.36M Buy
42,049
+1,472
+4% +$84.5K 0.62% 47
2021
Q1 		$2.36M Buy
40,577
+2,181
+6% +$123K 0.7% 42
2020
Q4 		$2.26M Buy
38,396
+1,022
+3% +$60.7K 0.76% 39
2020
Q3 		$2.22M Buy
37,374
+3,983
+12% +$231K 0.93% 32
2020
Q2 		$1.84M Buy
33,391
+968
+3% +$54.5K 0.84% 33
2020
Q1 		$1.74M Buy
32,423
+100
+0.3% +$5.72K 1.07% 24
2019
Q4 		$1.99M Buy
32,323
+1,110
+4% +$67K 0.91% 33
2019
Q3 		$1.88M Sell
31,213
-2,196
-7% -$126K 0.95% 31
2019
Q2 		$1.91M Buy
33,409
+2,567
+8% +$148K 0.85% 30
2019
Q1 		$1.82M Buy
30,842
+3,794
+14% +$215K 0.84% 34
2018
Q4 		$1.52M Buy
27,048
+272
+1% +$15.4K 0.81% 34
2018
Q3 		$1.44M Sell
26,776
-447
-2% -$23.7K 0.66% 42
2018
Q2 		$1.37M Buy
27,223
+84
+0.3% +$4.07K 0.6% 43
2018
Q1 		$1.3M Buy
27,139
+105
+0.4% +$5.28K 0.6% 43
2017
Q4 		$1.36M Sell
27,034
-533
-2% -$26.2K 0.66% 40
2017
Q3 		$1.36M Sell
27,567
-317
-1% -$14.9K 0.71% 36
2017
Q2 		$1.25M Sell
27,884
-11,060
-28% -$515K 0.67% 42
2017
Q1 		$1.79M Buy
38,944
+1,718
+5% +$86.2K 0.94% 25
2016
Q4 		$1.89M Buy
+37,226
New +$1.86M 1.11% 18

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

YorkBridge Wealth Partners's VZ Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Verizon (VZ) stake by 0.97% in Q4 2022, selling an estimated $14.4K and leaving 38,864 shares worth $1.53M. The position accounts for 0.39% of the portfolio, ranked #64.

YorkBridge Wealth Partners first reported a position in VZ in Q4 2016 and has held it in 25 quarters since. The position peaked at $2.36M in Q1 2021. 2,840 funds tracked by Wall St. Rank hold VZ as of Q4 2022.

  • YorkBridge Wealth Partners held 38,864 shares of Verizon worth $1.53M as of Q4 2022.
  • YorkBridge Wealth Partners sold 382 Verizon shares in Q4 2022, an estimated $14.4K.
  • Verizon made up 0.39% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #64 holding.
  • YorkBridge Wealth Partners first reported a position in Verizon in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's Verizon position peaked at $2.36M in Q1 2021.
  • 2,840 funds tracked by Wall St. Rank held Verizon as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.