Beacon Pointe Wealth Advisors’s Verizon VZ Stock Holding History

Beacon Pointe Wealth 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
2019 Q4	$1.26M	Buy	20,559 +641	+3%	+$38.7K	0.23%	89
2019 Q3	$1.2M	Sell	19,918 -798	-4%	-$46K	0.25%	85
2019 Q2	$1.18M	Buy	20,716 +4,051	+24%	+$233K	0.25%	86
2019 Q1	$989K	Buy	16,665 +2,342	+16%	+$133K	0.23%	94
2018 Q4	$805K	Buy	+14,323	New	+$813K	0.29%	90

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Beacon Pointe Wealth Advisors's VZ Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its Verizon (VZ) stake by 3.2% in Q4 2019, buying an estimated $38.7K and bringing the position to 20,559 shares worth $1.26M. The position accounts for 0.23% of the portfolio, ranked #89.

Beacon Pointe Wealth Advisors first reported a position in VZ in Q4 2018 and has held it in 5 quarters since. 2,616 funds tracked by Wall St. Rank hold VZ as of Q4 2019.

Beacon Pointe Wealth Advisors held 20,559 shares of Verizon worth $1.26M as of Q4 2019.
Beacon Pointe Wealth Advisors bought 641 Verizon shares in Q4 2019, an estimated $38.7K.
Verizon made up 0.23% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #89 holding.
Beacon Pointe Wealth Advisors first reported a position in Verizon in Q4 2018 and has held it in 5 quarters since.
2,616 funds tracked by Wall St. Rank held Verizon as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.