Accretive Wealth Partners’s Verizon VZ Stock Holding History

Accretive 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
2021 Q1	–	Sell	-13,244	Closed	-$778K	–	99
2020 Q4	$778K	Buy	+13,244	New	+$787K	0.77%	52

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Accretive Wealth Partners's VZ Position: Q1 2021 in Review

Accretive Wealth Partners sold out of Verizon (VZ) in Q1 2021, closing a stake of 13,244 shares — an estimated $778K sold.

Accretive Wealth Partners first reported a position in VZ in Q4 2020 and held it in 1 quarter. The position peaked at $778K in Q4 2020. 2,840 funds tracked by Wall St. Rank hold VZ as of Q1 2021.

Accretive Wealth Partners reported no remaining Verizon position as of Q1 2021 after selling out during the quarter.
Accretive Wealth Partners sold 13,244 Verizon shares in Q1 2021, an estimated $778K.
Accretive Wealth Partners first reported a position in Verizon in Q4 2020 and held it in 1 quarter.
Accretive Wealth Partners's Verizon position peaked at $778K in Q4 2020.
2,840 funds tracked by Wall St. Rank held Verizon as of Q1 2021.

Based on Accretive Wealth Partners's 13F filing for Q1 2021, filed 17 May 2021.