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Foresight Wealth Management’s Verizon VZ Stock Holding History

Foresight Wealth Management’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
-7,057
Closed -$395K – 144
2021
Q2 		$395K Buy
7,057
+194
+3% +$11.1K 0.09% 85
2021
Q1 		$399K Sell
6,863
-1,502
-18% -$84.8K 0.1% 84
2020
Q4 		$491K Sell
8,365
-956
-10% -$56.8K 0.13% 65
2020
Q3 		$555K Sell
9,321
-435
-4% -$25.3K 0.19% 56
2020
Q2 		$538K Buy
9,756
+21
+0.2% +$1.18K 0.25% 53
2020
Q1 		$523K Sell
9,735
-52
-0.5% -$2.98K 0.36% 49
2019
Q4 		$601K Buy
9,787
+7
+0.1% +$422 0.37% 49
2019
Q3 		$590K Buy
9,780
+284
+3% +$16.4K 0.43% 49
2019
Q2 		$543K Buy
9,496
+93
+1% +$5.36K 0.41% 53
2019
Q1 		$556K Buy
9,403
+186
+2% +$10.5K 0.48% 51
2018
Q4 		$518K Buy
+9,217
New +$523K 0.55% 47

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Foresight Wealth Management's VZ Position: Q3 2021 in Review

Foresight Wealth Management sold out of Verizon (VZ) in Q3 2021, closing a stake of 7,057 shares — an estimated $395K sold.

Foresight Wealth Management first reported a position in VZ in Q4 2018 and held it in 11 quarters. The position peaked at $601K in Q4 2019. 2,786 funds tracked by Wall St. Rank hold VZ as of Q3 2021.

  • Foresight Wealth Management reported no remaining Verizon position as of Q3 2021 after selling out during the quarter.
  • Foresight Wealth Management sold 7,057 Verizon shares in Q3 2021, an estimated $395K.
  • Foresight Wealth Management first reported a position in Verizon in Q4 2018 and held it in 11 quarters.
  • Foresight Wealth Management's Verizon position peaked at $601K in Q4 2019.
  • 2,786 funds tracked by Wall St. Rank held Verizon as of Q3 2021.

Based on Foresight Wealth Management's 13F filing for Q3 2021, filed 21 Oct 2021.