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Fiduciary Planning’s Verizon VZ Stock Holding History

Fiduciary Planning’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
-20,211
Closed -$1.09M – 66
2021
Q3 		$1.09M Buy
20,211
+388
+2% +$21.5K 0.58% 23
2021
Q2 		$1.11M Sell
19,823
-10,963
-36% -$629K 0.96% 27
2021
Q1 		$1.79M Sell
30,786
-773
-2% -$43.6K 2.7% 16
2020
Q4 		$1.85M Buy
31,559
+2,597
+9% +$154K 2.61% 10
2020
Q3 		$1.72M Buy
+28,962
New +$1.68M 2.84% 7
2020
Q2 		– Sell
-6,210
Closed -$334K – 51
2020
Q1 		$334K Sell
6,210
-819
-12% -$46.9K 0.63% 29
2019
Q4 		$427K Buy
+7,029
New +$424K 0.39% 40

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fiduciary Planning's VZ Position: Q4 2021 in Review

Fiduciary Planning sold out of Verizon (VZ) in Q4 2021, closing a stake of 20,211 shares — an estimated $1.09M sold.

Fiduciary Planning first reported a position in VZ in Q4 2019 and held it in 7 quarters. The position peaked at $1.85M in Q4 2020. 3,013 funds tracked by Wall St. Rank hold VZ as of Q4 2021.

  • Fiduciary Planning reported no remaining Verizon position as of Q4 2021 after selling out during the quarter.
  • Fiduciary Planning sold 20,211 Verizon shares in Q4 2021, an estimated $1.09M.
  • Fiduciary Planning first reported a position in Verizon in Q4 2019 and held it in 7 quarters.
  • Fiduciary Planning's Verizon position peaked at $1.85M in Q4 2020.
  • 3,013 funds tracked by Wall St. Rank held Verizon as of Q4 2021.

Based on Fiduciary Planning's 13F filing for Q4 2021, filed 8 Feb 2022.