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Flagship Private Wealth’s Verizon VZ Stock Holding History

Flagship Private Wealth’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
-391
Closed -$22.1K – 301
2021
Q2 		$22.1K Buy
391
+3
+0.8% +$172 0.02% 188
2021
Q1 		$22.9K Buy
388
+3
+0.8% +$169 0.02% 163
2020
Q4 		$21.2K Buy
+385
New +$22.9K 0.02% 178

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Flagship Private Wealth's VZ Position: Q3 2021 in Review

Flagship Private Wealth sold out of Verizon (VZ) in Q3 2021, closing a stake of 391 shares — an estimated $22.1K sold.

Flagship Private Wealth first reported a position in VZ in Q4 2020 and held it in 3 quarters. The position peaked at $22.9K in Q1 2021. 2,784 funds tracked by Wall St. Rank hold VZ as of Q3 2021.

  • Flagship Private Wealth reported no remaining Verizon position as of Q3 2021 after selling out during the quarter.
  • Flagship Private Wealth sold 391 Verizon shares in Q3 2021, an estimated $22.1K.
  • Flagship Private Wealth first reported a position in Verizon in Q4 2020 and held it in 3 quarters.
  • Flagship Private Wealth's Verizon position peaked at $22.9K in Q1 2021.
  • 2,784 funds tracked by Wall St. Rank held Verizon as of Q3 2021.

Based on Flagship Private Wealth's 13F filing for Q3 2021, filed 20 Oct 2021.