BCM Advisors’s Verizon VZ Stock Holding History

BCM Advisors’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 Q3	–	Sell	-54,162	Closed	-$3.02M	–	55
2021 Q2	$3.02M	Sell	54,162 -1,666	-3%	-$95.6K	0.82%	19
2021 Q1	$3.2M	Sell	55,828 -1,771	-3%	-$99.9K	0.97%	19
2020 Q4	$3.38M	Hold	57,599	–	–	1.11%	16
2020 Q3	$3.24M	Hold	57,599	–	–	1.2%	16
2020 Q2	$3.17M	Sell	57,599 -725	-1%	-$40.8K	1.33%	16
2020 Q1	$3.13M	Sell	58,324 -3,389	-5%	-$194K	1.51%	16
2019 Q4	$3.79M	Hold	61,713	–	–	1.38%	19
2019 Q3	$3.73M	Sell	61,713 -1,575	-2%	-$90.7K	1.6%	18
2019 Q2	$3.62M	Hold	63,288	–	–	1.65%	18
2019 Q1	$3.74M	Hold	63,288	–	–	1.77%	17
2018 Q4	$3.56M	Hold	63,288	–	–	1.81%	17
2018 Q3	$3.38M	Sell	63,288 -348	-0.5%	-$18.4K	1.77%	16
2018 Q2	$3.2M	Hold	63,636	–	–	1.77%	16
2018 Q1	$3.04M	Sell	63,636 -917	-1%	-$46.1K	1.8%	16
2017 Q4	$3.42M	Hold	64,553	–	–	1.97%	16
2017 Q3	$3.19M	Sell	64,553 -1,272	-2%	-$59.8K	1.97%	16
2017 Q2	$2.94M	Hold	65,825	–	–	1.85%	17
2017 Q1	$3.21M	Hold	65,825	–	–	2.03%	18
2016 Q4	$3.51M	Buy	+65,825	New	+$3.29M	2.32%	17

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCM Advisors's VZ Position: Q3 2021 in Review

BCM Advisors sold out of Verizon (VZ) in Q3 2021, closing a stake of 54,162 shares — an estimated $3.02M sold.

BCM Advisors first reported a position in VZ in Q4 2016 and held it in 19 quarters. The position peaked at $3.79M in Q4 2019. 2,785 funds tracked by Wall St. Rank hold VZ as of Q3 2021.

BCM Advisors reported no remaining Verizon position as of Q3 2021 after selling out during the quarter.
BCM Advisors sold 54,162 Verizon shares in Q3 2021, an estimated $3.02M.
BCM Advisors first reported a position in Verizon in Q4 2016 and held it in 19 quarters.
BCM Advisors's Verizon position peaked at $3.79M in Q4 2019.
2,785 funds tracked by Wall St. Rank held Verizon as of Q3 2021.

Based on BCM Advisors's 13F filing for Q3 2021, filed 1 Nov 2021.