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Chessman Wealth Strategies RIA’s Verizon VZ Stock Holding History

Chessman Wealth Strategies RIA’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
2018
Q4 		– Sell
-518
Closed -$28K – 170
2018
Q3 		$28K Buy
+518
New +$27.4K 0.02% 79

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Chessman Wealth Strategies RIA's VZ Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Verizon (VZ) in Q4 2018, closing a stake of 518 shares — an estimated $28K sold.

Chessman Wealth Strategies RIA first reported a position in VZ in Q3 2018 and held it in 1 quarter. The position peaked at $28K in Q3 2018. 2,368 funds tracked by Wall St. Rank hold VZ as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Verizon position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 518 Verizon shares in Q4 2018, an estimated $28K.
  • Chessman Wealth Strategies RIA first reported a position in Verizon in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Verizon position peaked at $28K in Q3 2018.
  • 2,368 funds tracked by Wall St. Rank held Verizon as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.