FA
VZ icon

FCG Advisors’s Verizon VZ Stock Holding History

FCG 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 		$871K Sell
14,638
-497
-3% -$28.9K 0.2% 66
2020
Q2 		$834K Buy
15,135
+241
+2% +$13.6K 0.22% 60
2020
Q1 		$800K Sell
14,894
-365
-2% -$20.9K 0.23% 60
2019
Q4 		$937K Buy
15,259
+328
+2% +$19.8K 0.27% 56
2019
Q3 		$901K Sell
14,931
-134
-0.9% -$7.72K 0.27% 56
2019
Q2 		$861K Sell
15,065
-2,911
-16% -$168K 0.27% 57
2019
Q1 		$1.06M Buy
17,976
+469
+3% +$26.6K 0.35% 48
2018
Q4 		$984K Sell
17,507
-654
-4% -$37.1K 0.38% 46
2018
Q3 		$970K Buy
18,161
+1,365
+8% +$72.3K 0.33% 47
2018
Q2 		$845K Buy
16,796
+3,312
+25% +$160K 0.31% 47
2018
Q1 		$645K Sell
13,484
-178
-1% -$8.95K 0.22% 55
2017
Q4 		$616K Sell
13,662
-2,951
-18% -$145K 0.23% 53
2017
Q3 		$757K Sell
16,613
-615
-4% -$28.9K 0.28% 52
2017
Q2 		$769K Sell
17,228
-370
-2% -$17.2K 0.26% 57
2017
Q1 		$761K Buy
17,598
+1,180
+7% +$59.2K 0.31% 47
2016
Q4 		$876K Sell
16,418
-1,076
-6% -$53.8K 0.39% 41
2016
Q3 		$909K Buy
17,494
+1,472
+9% +$79K 0.28% 51
2016
Q2 		$895K Buy
16,022
+391
+3% +$20.3K 0.28% 63
2016
Q1 		$845K Buy
15,631
+950
+6% +$47.5K 0.3% 50
2015
Q4 		$679K Sell
14,681
-151
-1% -$6.86K 0.41% 43
2015
Q3 		$581K Buy
14,832
+1,053
+8% +$48.6K 0.48% 45
2015
Q2 		$642K Sell
13,779
-1,157
-8% -$56.6K 0.5% 42
2015
Q1 		$726K Sell
14,936
-2,151
-13% -$104K 0.37% 48
2014
Q4 		$804K Buy
17,087
+7,241
+74% +$354K 0.4% 50
2014
Q3 		$465K Sell
9,846
-2,817
-22% -$140K 0.31% 45
2014
Q2 		$620K Sell
12,663
-21
-0.2% -$1.02K 0.47% 45
2014
Q1 		$603K Buy
12,684
+2,778
+28% +$131K 0.43% 44
2013
Q4 		$487K Buy
9,906
+2,167
+28% +$107K 0.33% 46
2013
Q3 		$361K Buy
7,739
+1,197
+18% +$58.4K 0.26% 49
2013
Q2 		$329K Buy
+6,542
New +$334K 0.27% 51

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FCG Advisors's VZ Position: Q3 2020 in Review

FCG Advisors reduced its Verizon (VZ) stake by 3.3% in Q3 2020, selling an estimated $28.9K and leaving 14,638 shares worth $871K. The position accounts for 0.2% of the portfolio, ranked #66.

FCG Advisors first reported a position in VZ in Q2 2013 and has held it in 30 quarters since. The position peaked at $1.06M in Q1 2019. 2,626 funds tracked by Wall St. Rank hold VZ as of Q3 2020.

  • FCG Advisors held 14,638 shares of Verizon worth $871K as of Q3 2020.
  • FCG Advisors sold 497 Verizon shares in Q3 2020, an estimated $28.9K.
  • Verizon made up 0.2% of FCG Advisors's portfolio in Q3 2020, its #66 holding.
  • FCG Advisors first reported a position in Verizon in Q2 2013 and has held it in 30 quarters since.
  • FCG Advisors's Verizon position peaked at $1.06M in Q1 2019.
  • 2,626 funds tracked by Wall St. Rank held Verizon as of Q3 2020.

Based on FCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.