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Advisor Group’s Verizon VZ Stock Holding History

Advisor Group’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
2019
Q4 		$48.8M Sell
795,272
-20,092
-2% -$1.21M 0.34% 51
2019
Q3 		$49.2M Buy
815,364
+32,812
+4% +$1.89M 0.36% 49
2019
Q2 		$44.7M Buy
782,552
+49,142
+7% +$2.83M 0.34% 54
2019
Q1 		$43.4M Buy
733,410
+23,207
+3% +$1.31M 0.36% 52
2018
Q4 		$39.9M Buy
710,203
+2,138
+0.3% +$121K 0.39% 47
2018
Q3 		$37.8M Buy
708,065
+96,066
+16% +$5.08M 0.38% 46
2018
Q2 		$30.8M Sell
611,999
-18,871
-3% -$913K 0.42% 44
2018
Q1 		$30.2M Sell
630,870
-32,302
-5% -$1.62M 0.41% 43
2017
Q4 		$35.1M Buy
663,172
+33,214
+5% +$1.63M 0.47% 40
2017
Q3 		$31.2M Buy
629,958
+28,563
+5% +$1.34M 0.49% 32
2017
Q2 		$26.9M Buy
601,395
+14,909
+3% +$694K 0.47% 33
2017
Q1 		$28.6M Buy
586,486
+79,109
+16% +$3.97M 0.58% 22
2016
Q4 		$27.1M Buy
507,377
+4,362
+0.9% +$218K 0.61% 21
2016
Q3 		$26.2M Buy
503,015
+18,688
+4% +$1M 0.63% 22
2016
Q2 		$27M Buy
+484,327
New +$25.1M 0.71% 14

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Advisor Group's VZ Position: Q4 2019 in Review

Advisor Group reduced its Verizon (VZ) stake by 2.5% in Q4 2019, selling an estimated $1.21M and leaving 795,272 shares worth $48.8M. The position accounts for 0.34% of the portfolio, ranked #51.

Advisor Group first reported a position in VZ in Q2 2016 and has held it in 15 quarters since. The position peaked at $49.2M in Q3 2019. 2,616 funds tracked by Wall St. Rank hold VZ as of Q4 2019.

  • Advisor Group held 795,272 shares of Verizon worth $48.8M as of Q4 2019.
  • Advisor Group sold 20,092 Verizon shares in Q4 2019, an estimated $1.21M.
  • Verizon made up 0.34% of Advisor Group's portfolio in Q4 2019, its #51 holding.
  • Advisor Group first reported a position in Verizon in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Verizon position peaked at $49.2M in Q3 2019.
  • 2,616 funds tracked by Wall St. Rank held Verizon as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.