Berman Capital Advisors’s Verizon VZ Stock Holding History

Berman Capital 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	$996K	Buy	18,458 +5,553	+43%	+$307K	0.16%	74
2021 Q2	$722K	Buy	12,905 +1,977	+18%	+$113K	0.11%	89
2021 Q1	$634K	Sell	10,928 -138	-1%	-$7.79K	0.13%	82
2020 Q4	$648K	Buy	11,066 +1,397	+14%	+$83K	0.16%	70
2020 Q3	$572K	Buy	9,669 +1,202	+14%	+$69.8K	0.16%	67
2020 Q2	$464K	Sell	8,467 -2,488	-23%	-$140K	0.12%	72
2020 Q1	$587K	Buy	10,955 +1,152	+12%	+$65.9K	0.19%	61
2019 Q4	$600K	Buy	9,803 +2,173	+28%	+$131K	0.17%	63
2019 Q3	$460K	Sell	7,630 -180	-2%	-$10.4K	0.14%	71
2019 Q2	$445K	Buy	7,810 +1,476	+23%	+$85K	0.14%	69
2019 Q1	$374K	Buy	6,334 +906	+17%	+$51.3K	0.13%	78
2018 Q4	$303K	Sell	5,428 -1,621	-23%	-$92K	0.12%	80
2018 Q3	$376K	Buy	7,049 +658	+10%	+$34.8K	0.16%	67
2018 Q2	$321K	Buy	6,391 +1,486	+30%	+$71.9K	0.11%	80
2018 Q1	$235K	Buy	+4,905	New	+$247K	0.09%	92

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

Berman Capital Advisors's VZ Position: Q3 2021 in Review

Berman Capital Advisors increased its Verizon (VZ) stake by 43% in Q3 2021, buying an estimated $307K and bringing the position to 18,458 shares worth $996K. The position accounts for 0.16% of the portfolio, ranked #74.

Berman Capital Advisors first reported a position in VZ in Q1 2018 and has held it in 15 quarters since. 2,785 funds tracked by Wall St. Rank hold VZ as of Q3 2021.

Berman Capital Advisors held 18,458 shares of Verizon worth $996K as of Q3 2021.
Berman Capital Advisors bought 5,553 Verizon shares in Q3 2021, an estimated $307K.
Verizon made up 0.16% of Berman Capital Advisors's portfolio in Q3 2021, its #74 holding.
Berman Capital Advisors first reported a position in Verizon in Q1 2018 and has held it in 15 quarters since.
2,785 funds tracked by Wall St. Rank held Verizon as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.