Cypress Point Wealth Management’s Verizon VZ Stock Holding History

Cypress Point Wealth Management’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	–	Sell	-8	Closed	–	–	158
2021 Q3	$0	Sell	8 -167	-95%	-$9.24K	﹤0.01%	221
2021 Q2	$10K	Buy	+175	New	+$10K	0.01%	141
2021 Q1	–	Sell	-1,500	Closed	-$88K	–	195
2020 Q4	$88K	Buy	+1,500	New	+$89.1K	0.13%	97

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

Cypress Point Wealth Management's VZ Position: Q4 2021 in Review

Cypress Point Wealth Management sold out of Verizon (VZ) in Q4 2021, closing a stake of 8 shares.

Cypress Point Wealth Management first reported a position in VZ in Q4 2020 and held it in 3 quarters. The position peaked at $88K in Q4 2020. 3,012 funds tracked by Wall St. Rank hold VZ as of Q4 2021.

Cypress Point Wealth Management reported no remaining Verizon position as of Q4 2021 after selling out during the quarter.
Cypress Point Wealth Management sold 8 Verizon shares in Q4 2021.
Cypress Point Wealth Management first reported a position in Verizon in Q4 2020 and held it in 3 quarters.
Cypress Point Wealth Management's Verizon position peaked at $88K in Q4 2020.
3,012 funds tracked by Wall St. Rank held Verizon as of Q4 2021.

Based on Cypress Point Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.