Blue Chip Wealth Management’s Verizon VZ Stock Holding History

Blue Chip Wealth Management’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
2020 Q3	$939K	Buy	15,780 +690	+5%	+$40.1K	0.74%	35
2020 Q2	$832K	Buy	15,090 +815	+6%	+$45.8K	0.79%	34
2020 Q1	$767K	Buy	14,275 +316	+2%	+$18.1K	0.96%	30
2019 Q4	$857K	Buy	13,959 +194	+1%	+$11.7K	0.79%	35
2019 Q3	$831K	Buy	13,765 +405	+3%	+$23.3K	0.87%	36
2019 Q2	$763K	Buy	13,360 +60	+0.5%	+$3.46K	0.8%	38
2019 Q1	$786K	Buy	13,300 +3	+0%	+$170	0.89%	37
2018 Q4	$748K	Sell	13,297 -113	-0.8%	-$6.41K	0.98%	32
2018 Q3	$716K	Buy	13,410 +159	+1%	+$8.42K	0.72%	42
2018 Q2	$667K	Buy	13,251 +380	+3%	+$18.4K	0.73%	39
2018 Q1	$616K	Buy	+12,871	New	+$647K	0.63%	42

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

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Blue Chip Wealth Management's VZ Position: Q3 2020 in Review

Blue Chip Wealth Management increased its Verizon (VZ) stake by 4.6% in Q3 2020, buying an estimated $40.1K and bringing the position to 15,780 shares worth $939K. The position accounts for 0.74% of the portfolio, ranked #35.

Blue Chip Wealth Management first reported a position in VZ in Q1 2018 and has held it in 11 quarters since. 2,626 funds tracked by Wall St. Rank hold VZ as of Q3 2020.

Blue Chip Wealth Management held 15,780 shares of Verizon worth $939K as of Q3 2020.
Blue Chip Wealth Management bought 690 Verizon shares in Q3 2020, an estimated $40.1K.
Verizon made up 0.74% of Blue Chip Wealth Management's portfolio in Q3 2020, its #35 holding.
Blue Chip Wealth Management first reported a position in Verizon in Q1 2018 and has held it in 11 quarters since.
2,626 funds tracked by Wall St. Rank held Verizon as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.