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Fusion Family Wealth’s Verizon VZ Stock Holding History

Fusion Family 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
2019
Q4 		– Sell
-299
Closed -$18K – 141
2019
Q3 		$18K Sell
299
-1,402
-82% -$80.7K ﹤0.01% 93
2019
Q2 		$97K Buy
1,701
+1,522
+850% +$87.7K 0.02% 62
2019
Q1 		$11K Sell
179
-1,623
-90% -$91.9K ﹤0.01% 106
2018
Q4 		$101K Buy
1,802
+93
+5% +$5.28K 0.03% 89
2018
Q3 		$91K Hold
1,709
– – 0.02% 90
2018
Q2 		$86K Hold
1,709
– – 0.02% 99
2018
Q1 		$82K Hold
1,709
– – 0.03% 88
2017
Q4 		$90K Buy
1,709
+286
+20% +$14.1K 0.02% 103
2017
Q3 		$70K Buy
1,423
+691
+94% +$32.5K 0.02% 74
2017
Q2 		$33K Sell
732
-2,228
-75% -$104K 0.01% 143
2017
Q1 		$144K Sell
2,960
-195
-6% -$9.78K 0.05% 80
2016
Q4 		$166K Buy
+3,155
New +$158K 0.1% 75

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Fusion Family Wealth's VZ Position: Q4 2019 in Review

Fusion Family Wealth sold out of Verizon (VZ) in Q4 2019, closing a stake of 299 shares — an estimated $18K sold.

Fusion Family Wealth first reported a position in VZ in Q4 2016 and held it in 12 quarters. The position peaked at $166K in Q4 2016. 2,616 funds tracked by Wall St. Rank hold VZ as of Q4 2019.

  • Fusion Family Wealth reported no remaining Verizon position as of Q4 2019 after selling out during the quarter.
  • Fusion Family Wealth sold 299 Verizon shares in Q4 2019, an estimated $18K.
  • Fusion Family Wealth first reported a position in Verizon in Q4 2016 and held it in 12 quarters.
  • Fusion Family Wealth's Verizon position peaked at $166K in Q4 2016.
  • 2,616 funds tracked by Wall St. Rank held Verizon as of Q4 2019.

Based on Fusion Family Wealth's 13F filing for Q4 2019, filed 29 Jan 2020.