Engrave Wealth Partners’s Verizon VZ Stock Holding History

Engrave Wealth Partners’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 Q3	–	Sell	-3,618	Closed	-$203K	–	80
2021 Q2	$203K	Buy	+3,618	New	+$208K	0.06%	77
2020 Q3	–	Sell	-2,517	Closed	-$138K	–	418
2020 Q2	$138K	Buy	2,517 +4	+0.2%	+$225	0.12%	62
2020 Q1	$135K	Buy	2,513 +5	+0.2%	+$286	0.16%	49
2019 Q4	$154K	Buy	+2,508	New	+$151K	0.15%	56

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Engrave Wealth Partners's VZ Position: Q3 2021 in Review

Engrave Wealth Partners sold out of Verizon (VZ) in Q3 2021, closing a stake of 3,618 shares — an estimated $203K sold.

Engrave Wealth Partners first reported a position in VZ in Q4 2019 and held it in 4 quarters. The position peaked at $203K in Q2 2021. 2,785 funds tracked by Wall St. Rank hold VZ as of Q3 2021.

Engrave Wealth Partners reported no remaining Verizon position as of Q3 2021 after selling out during the quarter.
Engrave Wealth Partners sold 3,618 Verizon shares in Q3 2021, an estimated $203K.
Engrave Wealth Partners first reported a position in Verizon in Q4 2019 and held it in 4 quarters.
Engrave Wealth Partners's Verizon position peaked at $203K in Q2 2021.
2,785 funds tracked by Wall St. Rank held Verizon as of Q3 2021.

Based on Engrave Wealth Partners's 13F filing for Q3 2021, filed 8 Oct 2021.