Cardan Capital Partners’s Verizon VZ Stock Holding History

Cardan Capital Partners’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	$322K	Buy	5,961 +295	+5%	+$16.3K	0.04%	194
2021 Q2	$317K	Sell	5,666 -16	-0.3%	-$918	0.04%	201
2021 Q1	$330K	Hold	5,682	–	–	0.04%	177
2020 Q4	$334K	Buy	5,682 +1,347	+31%	+$80K	0.04%	171
2020 Q3	$258K	Buy	4,335 +377	+10%	+$21.9K	0.03%	199
2020 Q2	$218K	Buy	+3,958	New	+$223K	0.03%	213
2019 Q2	–	Sell	-4,056	Closed	-$240K	–	174
2019 Q1	$240K	Hold	4,056	–	–	0.04%	161
2018 Q4	$228K	Buy	4,056 +3	+0.1%	+$170	0.04%	154
2018 Q3	$216K	Hold	4,053	–	–	0.03%	165
2018 Q2	$204K	Sell	4,053 -746	-16%	-$36.1K	0.03%	174
2018 Q1	$229K	Buy	+4,799	New	+$241K	0.04%	170

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

Cardan Capital Partners's VZ Position: Q3 2021 in Review

Cardan Capital Partners increased its Verizon (VZ) stake by 5.2% in Q3 2021, buying an estimated $16.3K and bringing the position to 5,961 shares worth $322K. The position accounts for 0.04% of the portfolio, ranked #194.

Cardan Capital Partners first reported a position in VZ in Q1 2018 and has held it in 11 quarters since. The position peaked at $334K in Q4 2020. 2,784 funds tracked by Wall St. Rank hold VZ as of Q3 2021.

Cardan Capital Partners held 5,961 shares of Verizon worth $322K as of Q3 2021.
Cardan Capital Partners bought 295 Verizon shares in Q3 2021, an estimated $16.3K.
Verizon made up 0.04% of Cardan Capital Partners's portfolio in Q3 2021, its #194 holding.
Cardan Capital Partners first reported a position in Verizon in Q1 2018 and has held it in 11 quarters since.
Cardan Capital Partners's Verizon position peaked at $334K in Q4 2020.
2,784 funds tracked by Wall St. Rank held Verizon as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.