Garrett Wealth Advisory Group’s Verizon VZ Stock Holding History

Garrett Wealth Advisory Group’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
2020 Q3	–	Sell	-3,633	Closed	-$200K	–	51
2020 Q2	$200K	Buy	+3,633	New	+$204K	0.16%	49
2020 Q1	–	Sell	-3,774	Closed	-$231K	–	49
2019 Q4	$231K	Buy	3,774 +179	+5%	+$10.8K	0.17%	47
2019 Q3	$217K	Buy	+3,595	New	+$207K	0.15%	50
2019 Q2	–	Sell	-3,509	Closed	-$208K	–	54
2019 Q1	$208K	Buy	+3,509	New	+$199K	0.17%	50

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Garrett Wealth Advisory Group's VZ Position: Q3 2020 in Review

Garrett Wealth Advisory Group sold out of Verizon (VZ) in Q3 2020, closing a stake of 3,633 shares — an estimated $200K sold.

Garrett Wealth Advisory Group first reported a position in VZ in Q1 2019 and held it in 4 quarters. The position peaked at $231K in Q4 2019. 2,626 funds tracked by Wall St. Rank hold VZ as of Q3 2020.

Garrett Wealth Advisory Group reported no remaining Verizon position as of Q3 2020 after selling out during the quarter.
Garrett Wealth Advisory Group sold 3,633 Verizon shares in Q3 2020, an estimated $200K.
Garrett Wealth Advisory Group first reported a position in Verizon in Q1 2019 and held it in 4 quarters.
Garrett Wealth Advisory Group's Verizon position peaked at $231K in Q4 2019.
2,626 funds tracked by Wall St. Rank held Verizon as of Q3 2020.

Based on Garrett Wealth Advisory Group's 13F filing for Q3 2020, filed 23 Oct 2020.