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Financial Planning & Information Services’s Verizon VZ Stock Holding History

Financial Planning & Information Services’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
Q2 		– Sell
-3,443
Closed -$200K – 72
2021
Q1 		$200K Sell
3,443
-619
-15% -$34.9K 0.06% 69
2020
Q4 		$239K Hold
4,062
– – 0.08% 62
2020
Q3 		$242K Buy
+4,062
New +$236K 0.09% 59

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Planning & Information Services's VZ Position: Q2 2021 in Review

Financial Planning & Information Services sold out of Verizon (VZ) in Q2 2021, closing a stake of 3,443 shares — an estimated $200K sold.

Financial Planning & Information Services first reported a position in VZ in Q3 2020 and held it in 3 quarters. The position peaked at $242K in Q3 2020. 2,815 funds tracked by Wall St. Rank hold VZ as of Q2 2021.

  • Financial Planning & Information Services reported no remaining Verizon position as of Q2 2021 after selling out during the quarter.
  • Financial Planning & Information Services sold 3,443 Verizon shares in Q2 2021, an estimated $200K.
  • Financial Planning & Information Services first reported a position in Verizon in Q3 2020 and held it in 3 quarters.
  • Financial Planning & Information Services's Verizon position peaked at $242K in Q3 2020.
  • 2,815 funds tracked by Wall St. Rank held Verizon as of Q2 2021.

Based on Financial Planning & Information Services's 13F filing for Q2 2021, filed 29 Jul 2021.