Defined Wealth Management’s Verizon VZ Stock Holding History

Defined 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 Q1	–	Sell	-2,578	Closed	-$151K	–	204
2020 Q4	$151K	Buy	+2,578	New	+$153K	0.15%	99

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Defined Wealth Management's VZ Position: Q1 2021 in Review

Defined Wealth Management sold out of Verizon (VZ) in Q1 2021, closing a stake of 2,578 shares — an estimated $151K sold.

Defined Wealth Management first reported a position in VZ in Q4 2020 and held it in 1 quarter. The position peaked at $151K in Q4 2020. 2,840 funds tracked by Wall St. Rank hold VZ as of Q1 2021.

Defined Wealth Management reported no remaining Verizon position as of Q1 2021 after selling out during the quarter.
Defined Wealth Management sold 2,578 Verizon shares in Q1 2021, an estimated $151K.
Defined Wealth Management first reported a position in Verizon in Q4 2020 and held it in 1 quarter.
Defined Wealth Management's Verizon position peaked at $151K in Q4 2020.
2,840 funds tracked by Wall St. Rank held Verizon as of Q1 2021.

Based on Defined Wealth Management's 13F filing for Q1 2021, filed 18 May 2021.