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FormulaFolio Investments’s Verizon VZ Stock Holding History

FormulaFolio Investments’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 		$41K Buy
740
+57
+8% +$3.27K 0.01% 153
2021
Q1 		$40K Sell
683
-101,316
-99% -$5.72M 0.01% 154
2020
Q4 		$5.99M Buy
101,999
+54,710
+116% +$3.25M 0.13% 132
2020
Q3 		$2.81M Buy
47,289
+1,029
+2% +$59.8K 0.11% 76
2020
Q2 		$2.55M Buy
46,260
+7,341
+19% +$413K 0.1% 80
2020
Q1 		$2.09M Buy
38,919
+1,064
+3% +$60.9K 0.11% 76
2019
Q4 		$2.32M Buy
37,855
+511
+1% +$30.8K 0.08% 110
2019
Q3 		$2.25M Buy
37,344
+6,592
+21% +$380K 0.09% 102
2019
Q2 		$1.76M Buy
30,752
+3,025
+11% +$174K 0.07% 102
2019
Q1 		$1.64M Buy
27,727
+4,378
+19% +$248K 0.07% 98
2018
Q4 		$1.25M Hold
23,349
– – 0.05% 113
2018
Q3 		$1.25M Buy
23,349
+778
+3% +$41.2K 0.05% 113
2018
Q2 		$1.14M Buy
22,571
+7,472
+49% +$362K 0.05% 116
2018
Q1 		$722K Sell
15,099
-3,893
-20% -$196K 0.04% 137
2017
Q4 		$1M Sell
18,992
-17,186
-48% -$845K 0.07% 99
2017
Q3 		$1.79M Buy
36,178
+19,763
+120% +$930K 0.14% 48
2017
Q2 		$733K Buy
16,415
+2,170
+15% +$101K 0.07% 93
2017
Q1 		$694K Buy
14,245
+2,206
+18% +$111K 0.08% 88
2016
Q4 		$643K Buy
12,039
+5,363
+80% +$268K 0.09% 77
2016
Q3 		$347K Sell
6,676
-17,412
-72% -$935K 0.05% 96
2016
Q2 		$1.34M Buy
24,088
+17,888
+289% +$928K 0.23% 38
2016
Q1 		$335K Buy
6,200
+453
+8% +$22.7K 0.06% 91
2015
Q4 		$266K Sell
5,747
-877
-13% -$39.8K 0.07% 89
2015
Q3 		$288K Buy
6,624
+1,556
+31% +$71.8K 0.09% 55
2015
Q2 		$236K Buy
+5,068
New +$248K 0.07% 100

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

FormulaFolio Investments's VZ Position: Q2 2021 in Review

FormulaFolio Investments increased its Verizon (VZ) stake by 8.3% in Q2 2021, buying an estimated $3.27K and bringing the position to 740 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #153.

FormulaFolio Investments first reported a position in VZ in Q2 2015 and has held it in 25 quarters since. The position peaked at $5.99M in Q4 2020. 2,815 funds tracked by Wall St. Rank hold VZ as of Q2 2021.

  • FormulaFolio Investments held 740 shares of Verizon worth $41K as of Q2 2021.
  • FormulaFolio Investments bought 57 Verizon shares in Q2 2021, an estimated $3.27K.
  • Verizon made up 0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #153 holding.
  • FormulaFolio Investments first reported a position in Verizon in Q2 2015 and has held it in 25 quarters since.
  • FormulaFolio Investments's Verizon position peaked at $5.99M in Q4 2020.
  • 2,815 funds tracked by Wall St. Rank held Verizon as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.