AFS
VZ icon

Access Financial Services’s Verizon VZ Stock Holding History

Access Financial Services’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
2021
Q3 		– Sell
-32,139
Closed -$1.8M – 119
2021
Q2 		$1.8M Sell
32,139
-45
-0.1% -$2.58K 0.84% 37
2021
Q1 		$1.87M Buy
+32,184
New +$1.82M 0.88% 36
2018
Q2 		– Sell
-12,334
Closed -$590K – 67
2018
Q1 		$590K Sell
12,334
-79
-0.6% -$3.97K 0.43% 46
2017
Q4 		$657K Buy
12,413
+1,579
+15% +$77.6K 0.45% 46
2017
Q3 		$536K Buy
10,834
+895
+9% +$42.1K 0.41% 54
2017
Q2 		$444K Sell
9,939
-143
-1% -$6.66K 0.36% 54
2017
Q1 		$491K Buy
10,082
+1,510
+18% +$75.8K 0.41% 50
2016
Q4 		$458K Buy
+8,572
New +$428K 0.42% 48

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Access Financial Services's VZ Position: Q3 2021 in Review

Access Financial Services sold out of Verizon (VZ) in Q3 2021, closing a stake of 32,139 shares — an estimated $1.8M sold.

Access Financial Services first reported a position in VZ in Q4 2016 and held it in 8 quarters. The position peaked at $1.87M in Q1 2021. 2,785 funds tracked by Wall St. Rank hold VZ as of Q3 2021.

  • Access Financial Services reported no remaining Verizon position as of Q3 2021 after selling out during the quarter.
  • Access Financial Services sold 32,139 Verizon shares in Q3 2021, an estimated $1.8M.
  • Access Financial Services first reported a position in Verizon in Q4 2016 and held it in 8 quarters.
  • Access Financial Services's Verizon position peaked at $1.87M in Q1 2021.
  • 2,785 funds tracked by Wall St. Rank held Verizon as of Q3 2021.

Based on Access Financial Services's 13F filing for Q3 2021, filed 28 Oct 2021.