Clear Perspective Advisors’s Verizon VZ Stock Holding History

Clear Perspective 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
2021 Q4	$819K	Sell	15,760 -737	-4%	-$38.5K	0.25%	67
2021 Q3	$891K	Sell	16,497 -737	-4%	-$40.8K	0.3%	63
2021 Q2	$966K	Sell	17,234 -992	-5%	-$56.9K	0.34%	58
2021 Q1	$1.06M	Buy	18,226 +1,318	+8%	+$74.4K	0.41%	48
2020 Q4	$993K	Sell	16,908 -1,302	-7%	-$77.3K	0.41%	46
2020 Q3	$284	Buy	18,210 +325	+2%	+$18.9K	0.13%	113
2020 Q2	$986K	Sell	17,885 -512	-3%	-$28.8K	0.54%	33
2020 Q1	$988K	Buy	18,397 +2,052	+13%	+$117K	0.66%	28
2019 Q4	$1M	Sell	16,345 -23,352	-59%	-$1.41M	0.62%	41
2019 Q3	$2.33M	Buy	39,697 +20,081	+102%	+$1.16M	1.06%	23
2019 Q2	$1.12M	Buy	19,616 +431	+2%	+$24.8K	0.72%	31
2019 Q1	$1.13M	Sell	19,185 -1,325	-6%	-$75K	0.8%	30
2018 Q4	$1.15M	Buy	+20,510	New	+$1.16M	0.96%	25
2018 Q3	–	Sell	-18,256	Closed	-$966K	–	36
2018 Q2	$918K	Buy	18,256 +11	+0.1%	+$532	0.64%	35
2018 Q1	$872K	Buy	18,245 +609	+3%	+$30.6K	0.65%	31
2017 Q4	$933K	Buy	17,636 +250	+1%	+$12.3K	0.71%	33
2017 Q3	$860K	Buy	17,386 +147	+0.9%	+$6.92K	0.7%	38
2017 Q2	$770K	Buy	17,239 +1,039	+6%	+$48.4K	0.65%	42
2017 Q1	$790K	Sell	16,200 -3,000	-16%	-$151K	0.52%	49
2016 Q4	$1.02M	Buy	+19,200	New	+$960K	0.68%	32

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Clear Perspective Advisors's VZ Position: Q4 2021 in Review

Clear Perspective Advisors reduced its Verizon (VZ) stake by 4.5% in Q4 2021, selling an estimated $38.5K and leaving 15,760 shares worth $819K. The position accounts for 0.25% of the portfolio, ranked #67.

Clear Perspective Advisors first reported a position in VZ in Q4 2016 and has held it in 20 quarters since. The position peaked at $2.33M in Q3 2019. 3,013 funds tracked by Wall St. Rank hold VZ as of Q4 2021.

Clear Perspective Advisors held 15,760 shares of Verizon worth $819K as of Q4 2021.
Clear Perspective Advisors sold 737 Verizon shares in Q4 2021, an estimated $38.5K.
Verizon made up 0.25% of Clear Perspective Advisors's portfolio in Q4 2021, its #67 holding.
Clear Perspective Advisors first reported a position in Verizon in Q4 2016 and has held it in 20 quarters since.
Clear Perspective Advisors's Verizon position peaked at $2.33M in Q3 2019.
3,013 funds tracked by Wall St. Rank held Verizon as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.