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Asset Planning Services (Pennsylvania)’s Verizon VZ Stock Holding History

Asset Planning Services (Pennsylvania)’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 		– Sell
-2,347
Closed -$142K – 254
2019
Q3 		$142K Hold
2,347
– – 0.06% 84
2019
Q2 		$134K Hold
2,347
– – 0.06% 84
2019
Q1 		$139K Hold
2,347
– – 0.06% 82
2018
Q4 		$132K Hold
2,347
– – 0.07% 79
2018
Q3 		$135K Sell
2,347
-198
-8% -$10.5K 0.06% 78
2018
Q2 		$128K Hold
2,545
– – 0.06% 81
2018
Q1 		$122K Sell
2,545
-1,227
-33% -$61.7K 0.06% 85
2017
Q4 		$200K Sell
3,772
-798
-17% -$39.2K 0.1% 70
2017
Q3 		$226K Hold
4,570
– – 0.12% 66
2017
Q2 		$204K Sell
4,570
-50
-1% -$2.33K 0.13% 67
2017
Q1 		$225K Buy
4,620
+660
+17% +$33.1K 0.15% 60
2016
Q4 		$211K Sell
3,960
-100
-2% -$5K 0.17% 60
2016
Q3 		$211K Sell
4,060
-500
-11% -$26.8K 0.18% 59
2016
Q2 		$255K Buy
4,560
+413
+10% +$21.4K 0.22% 55
2016
Q1 		$224K Buy
4,147
+14
+0.3% +$700 0.2% 58
2015
Q4 		$191K Buy
4,133
+1,200
+41% +$54.5K 0.18% 53
2015
Q3 		$128K Hold
2,933
– – 0.13% 66
2015
Q2 		$137K Buy
+2,933
New +$144K 0.13% 65

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

Asset Planning Services (Pennsylvania)'s VZ Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Verizon (VZ) in Q4 2019, closing a stake of 2,347 shares — an estimated $142K sold.

Asset Planning Services (Pennsylvania) first reported a position in VZ in Q2 2015 and held it in 18 quarters. The position peaked at $255K in Q2 2016. 2,616 funds tracked by Wall St. Rank hold VZ as of Q4 2019.

  • Asset Planning Services (Pennsylvania) reported no remaining Verizon position as of Q4 2019 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 2,347 Verizon shares in Q4 2019, an estimated $142K.
  • Asset Planning Services (Pennsylvania) first reported a position in Verizon in Q2 2015 and held it in 18 quarters.
  • Asset Planning Services (Pennsylvania)'s Verizon position peaked at $255K in Q2 2016.
  • 2,616 funds tracked by Wall St. Rank held Verizon as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.