CA Family Wealth’s Verizon VZ Stock Holding History

CA Family Wealth’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 Q1	–	Sell	-4,747	Closed	-$291K	–	131
2019 Q4	$291K	Buy	+4,747	New	+$286K	0.2%	72

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

CA Family Wealth's VZ Position: Q1 2020 in Review

CA Family Wealth sold out of Verizon (VZ) in Q1 2020, closing a stake of 4,747 shares — an estimated $291K sold.

CA Family Wealth first reported a position in VZ in Q4 2019 and held it in 1 quarter. The position peaked at $291K in Q4 2019. 2,572 funds tracked by Wall St. Rank hold VZ as of Q1 2020.

CA Family Wealth reported no remaining Verizon position as of Q1 2020 after selling out during the quarter.
CA Family Wealth sold 4,747 Verizon shares in Q1 2020, an estimated $291K.
CA Family Wealth first reported a position in Verizon in Q4 2019 and held it in 1 quarter.
CA Family Wealth's Verizon position peaked at $291K in Q4 2019.
2,572 funds tracked by Wall St. Rank held Verizon as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.