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Capstone Financial Group’s Verizon VZ Stock Holding History

Capstone Financial Group’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 		$2.64M Buy
44,381
+1,564
+4% +$90.9K 2.04% 12
2020
Q2 		$2.36M Sell
42,817
-3,396
-7% -$191K 1.94% 13
2020
Q1 		$2.48M Buy
46,213
+2,336
+5% +$134K 2.55% 8
2019
Q4 		$2.69M Buy
+43,877
New +$2.65M 2.59% 9

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capstone Financial Group's VZ Position: Q3 2020 in Review

Capstone Financial Group increased its Verizon (VZ) stake by 3.7% in Q3 2020, buying an estimated $90.9K and bringing the position to 44,381 shares worth $2.64M. The position accounts for 2.04% of the portfolio, ranked #12.

Capstone Financial Group first reported a position in VZ in Q4 2019 and has held it in 4 quarters since. The position peaked at $2.69M in Q4 2019. 2,626 funds tracked by Wall St. Rank hold VZ as of Q3 2020.

  • Capstone Financial Group held 44,381 shares of Verizon worth $2.64M as of Q3 2020.
  • Capstone Financial Group bought 1,564 Verizon shares in Q3 2020, an estimated $90.9K.
  • Verizon made up 2.04% of Capstone Financial Group's portfolio in Q3 2020, its #12 holding.
  • Capstone Financial Group first reported a position in Verizon in Q4 2019 and has held it in 4 quarters since.
  • Capstone Financial Group's Verizon position peaked at $2.69M in Q4 2019.
  • 2,626 funds tracked by Wall St. Rank held Verizon as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.