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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Verizon VZ Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2020
Q4 		$498K Sell
8,482
-581
-6% -$34.5K 0.12% 59
2020
Q3 		$539K Sell
9,063
-2,476
-21% -$144K 0.15% 50
2020
Q2 		$636K Buy
11,539
+1,396
+14% +$78.5K 0.19% 40
2020
Q1 		$545K Buy
10,143
+83
+0.8% +$4.75K 0.15% 47
2019
Q4 		$618K Sell
10,060
-529
-5% -$31.9K 0.14% 56
2019
Q3 		$639K Buy
10,589
+554
+6% +$31.9K 0.16% 53
2019
Q2 		$573K Buy
10,035
+792
+9% +$45.6K 0.15% 52
2019
Q1 		$547K Sell
9,243
-4,439
-32% -$251K 0.16% 51
2018
Q4 		$769K Buy
13,682
+147
+1% +$8.34K 0.25% 37
2018
Q3 		$723K Buy
13,535
+23
+0.2% +$1.22K 0.25% 40
2018
Q2 		$680K Buy
13,512
+25
+0.2% +$1.21K 0.25% 32
2018
Q1 		$645K Buy
13,487
+3,347
+33% +$168K 0.23% 33
2017
Q4 		$549K Buy
10,140
+610
+6% +$30K 1.44% 16
2017
Q3 		$471K Sell
9,530
-830
-8% -$39.1K 0.19% 32
2017
Q2 		$462K Sell
10,360
-495
-5% -$23.1K 0.18% 33
2017
Q1 		$530K Sell
10,855
-799
-7% -$40.1K 0.22% 29
2016
Q4 		$623K Buy
11,654
+951
+9% +$47.5K 0.17% 31
2016
Q3 		$556K Buy
10,703
+146
+1% +$7.84K 0.22% 29
2016
Q2 		$589K Buy
10,557
+1,194
+13% +$61.9K 0.24% 27
2016
Q1 		$506K Buy
9,363
+41
+0.4% +$2.05K 0.24% 29
2015
Q4 		$431K Buy
+9,322
New +$423K 0.21% 32

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 $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
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 $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's VZ Position: Q4 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management reduced its Verizon (VZ) stake by 6.4% in Q4 2020, selling an estimated $34.5K and leaving 8,482 shares worth $498K. The position accounts for 0.12% of the portfolio, ranked #59.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in VZ in Q4 2015 and has held it in 21 quarters since. The position peaked at $769K in Q4 2018. 2,836 funds tracked by Wall St. Rank hold VZ as of Q4 2020.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management held 8,482 shares of Verizon worth $498K as of Q4 2020.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 581 Verizon shares in Q4 2020, an estimated $34.5K.
  • Verizon made up 0.12% of Genovese Burford & Brothers Wealth & Retirement Plan Management's portfolio in Q4 2020, its #59 holding.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Verizon in Q4 2015 and has held it in 21 quarters since.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Verizon position peaked at $769K in Q4 2018.
  • 2,836 funds tracked by Wall St. Rank held Verizon as of Q4 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2020, filed 5 Feb 2021.