Element Pointe Advisors’s Verizon VZ Stock Holding History

Element Pointe 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
2020 Q3	–	Sell	-3,824	Closed	-$210K	–	113
2020 Q2	$210K	Buy	+3,824	New	+$215K	0.11%	88
2019 Q2	–	Sell	-4,020	Closed	-$238K	–	102
2019 Q1	$238K	Buy	4,020 +100	+3%	+$5.66K	0.14%	66
2018 Q4	$220K	Buy	+3,920	New	+$222K	0.14%	79

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Element Pointe Advisors's VZ Position: Q3 2020 in Review

Element Pointe Advisors sold out of Verizon (VZ) in Q3 2020, closing a stake of 3,824 shares — an estimated $210K sold.

Element Pointe Advisors first reported a position in VZ in Q4 2018 and held it in 3 quarters. The position peaked at $238K in Q1 2019. 2,626 funds tracked by Wall St. Rank hold VZ as of Q3 2020.

Element Pointe Advisors reported no remaining Verizon position as of Q3 2020 after selling out during the quarter.
Element Pointe Advisors sold 3,824 Verizon shares in Q3 2020, an estimated $210K.
Element Pointe Advisors first reported a position in Verizon in Q4 2018 and held it in 3 quarters.
Element Pointe Advisors's Verizon position peaked at $238K in Q1 2019.
2,626 funds tracked by Wall St. Rank held Verizon as of Q3 2020.

Based on Element Pointe Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.