AFG
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Affinia Financial Group’s Verizon VZ Stock Holding History

Affinia Financial 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
2020
Q3 		– Sell
-4,204
Closed -$232K – 22
2020
Q2 		$232K Hold
4,204
– – 0.19% 17
2020
Q1 		$226K Sell
4,204
-908
-18% -$52K 0.21% 15
2019
Q4 		$314K Buy
+5,112
New +$308K 0.21% 14

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Affinia Financial Group's VZ Position: Q3 2020 in Review

Affinia Financial Group sold out of Verizon (VZ) in Q3 2020, closing a stake of 4,204 shares — an estimated $232K sold.

Affinia Financial Group first reported a position in VZ in Q4 2019 and held it in 3 quarters. The position peaked at $314K in Q4 2019. 2,626 funds tracked by Wall St. Rank hold VZ as of Q3 2020.

  • Affinia Financial Group reported no remaining Verizon position as of Q3 2020 after selling out during the quarter.
  • Affinia Financial Group sold 4,204 Verizon shares in Q3 2020, an estimated $232K.
  • Affinia Financial Group first reported a position in Verizon in Q4 2019 and held it in 3 quarters.
  • Affinia Financial Group's Verizon position peaked at $314K in Q4 2019.
  • 2,626 funds tracked by Wall St. Rank held Verizon as of Q3 2020.

Based on Affinia Financial Group's 13F filing for Q3 2020, filed 13 Nov 2020.