AJ Wealth Strategies’s Verizon VZ Stock Holding History

AJ Wealth Strategies’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
2018 Q4	–	Sell	-5,030	Closed	-$269K	–	112
2018 Q3	$269K	Hold	5,030	–	–	0.05%	84
2018 Q2	$253K	Buy	5,030 +30	+0.6%	+$1.45K	0.05%	83
2018 Q1	$239K	Hold	5,000	–	–	0.06%	79
2017 Q4	$265K	Hold	5,000	–	–	0.07%	77
2017 Q3	$247K	Sell	5,000 -1,342	-21%	-$63.1K	0.08%	69
2017 Q2	$283K	Buy	6,342 +333	+6%	+$15.5K	0.11%	60
2017 Q1	$293K	Buy	6,009 +811	+16%	+$40.7K	0.13%	61
2016 Q4	$277K	Buy	+5,198	New	+$260K	0.14%	60

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

AJ Wealth Strategies's VZ Position: Q4 2018 in Review

AJ Wealth Strategies sold out of Verizon (VZ) in Q4 2018, closing a stake of 5,030 shares — an estimated $269K sold.

AJ Wealth Strategies first reported a position in VZ in Q4 2016 and held it in 8 quarters. The position peaked at $293K in Q1 2017. 2,367 funds tracked by Wall St. Rank hold VZ as of Q4 2018.

AJ Wealth Strategies reported no remaining Verizon position as of Q4 2018 after selling out during the quarter.
AJ Wealth Strategies sold 5,030 Verizon shares in Q4 2018, an estimated $269K.
AJ Wealth Strategies first reported a position in Verizon in Q4 2016 and held it in 8 quarters.
AJ Wealth Strategies's Verizon position peaked at $293K in Q1 2017.
2,367 funds tracked by Wall St. Rank held Verizon as of Q4 2018.

Based on AJ Wealth Strategies's 13F filing for Q4 2018, filed 14 Feb 2019.