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Clarus Wealth Advisors’s Verizon VZ Stock Holding History

Clarus Wealth Advisors’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
2019
Q3 		– Sell
-2,882
Closed -$165K – 543
2019
Q2 		$165K Sell
2,882
-74
-3% -$4.26K 0.12% 134
2019
Q1 		$175K Buy
2,956
+17
+0.6% +$963 0.13% 120
2018
Q4 		$165K Sell
2,939
-161
-5% -$9.13K 0.26% 102
2018
Q3 		$166K Sell
3,100
-696
-18% -$36.8K 0.11% 157
2018
Q2 		$182K Buy
+3,796
New +$184K 0.14% 125
2018
Q1 		– Sell
-11,676
Closed -$618K – 150
2017
Q4 		$618K Buy
+11,676
New +$574K 0.59% 24

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Clarus Wealth Advisors's VZ Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Verizon (VZ) in Q3 2019, closing a stake of 2,882 shares — an estimated $165K sold.

Clarus Wealth Advisors first reported a position in VZ in Q4 2017 and held it in 6 quarters. The position peaked at $618K in Q4 2017. 2,400 funds tracked by Wall St. Rank hold VZ as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Verizon position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 2,882 Verizon shares in Q3 2019, an estimated $165K.
  • Clarus Wealth Advisors first reported a position in Verizon in Q4 2017 and held it in 6 quarters.
  • Clarus Wealth Advisors's Verizon position peaked at $618K in Q4 2017.
  • 2,400 funds tracked by Wall St. Rank held Verizon as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.