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Atlanta Financial Associates’s Verizon VZ Stock Holding History

Atlanta Financial Associates’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 		$249K Hold
4,232
– – 0.12% 65
2020
Q4 		$249K Sell
4,232
-464
-10% -$27.6K 0.12% 65
2020
Q3 		$279K Buy
4,696
+82
+2% +$4.76K 0.14% 51
2020
Q2 		$254K Sell
4,614
-35
-0.8% -$1.97K 0.14% 51
2020
Q1 		$250K Buy
+4,649
New +$266K 0.2% 45

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Atlanta Financial Associates's VZ Position: Q1 2021 in Review

Atlanta Financial Associates held its Verizon (VZ) position steady in Q1 2021 at 4,232 shares worth $249K. The position accounts for 0.12% of the portfolio, ranked #65.

Atlanta Financial Associates first reported a position in VZ in Q1 2020 and has held it in 5 quarters since. The position peaked at $279K in Q3 2020. 2,840 funds tracked by Wall St. Rank hold VZ as of Q1 2021.

  • Atlanta Financial Associates held 4,232 shares of Verizon worth $249K as of Q1 2021.
  • Atlanta Financial Associates left its Verizon share count unchanged in Q1 2021.
  • Verizon made up 0.12% of Atlanta Financial Associates's portfolio in Q1 2021, its #65 holding.
  • Atlanta Financial Associates first reported a position in Verizon in Q1 2020 and has held it in 5 quarters since.
  • Atlanta Financial Associates's Verizon position peaked at $279K in Q3 2020.
  • 2,840 funds tracked by Wall St. Rank held Verizon as of Q1 2021.

Based on Atlanta Financial Associates's 13F filing for Q1 2021, filed 19 May 2021.