Gideon Capital Advisors’s Verizon VZ Stock Holding History

Gideon Capital Advisors’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 Q1	–	Sell	-32,263	Closed	-$1.98M	–	209
2019 Q4	$1.98M	Buy	+32,263	New	+$1.95M	0.68%	40
2018 Q4	–	Sell	-6,812	Closed	-$364K	–	520
2018 Q3	$364K	Buy	+6,812	New	+$361K	0.17%	197
2018 Q1	–	Sell	-6,479	Closed	-$343K	–	473
2017 Q4	$343K	Buy	+6,479	New	+$319K	0.3%	118
2016 Q3	–	Sell	-7,091	Closed	-$396K	–	284
2016 Q2	$396K	Buy	+7,091	New	+$368K	0.23%	115
2015 Q4	–	Sell	-34,789	Closed	-$1.51M	–	283
2015 Q3	$1.51M	Buy	34,789 +16,611	+91%	+$766K	0.89%	30
2015 Q2	$847K	Buy	+18,178	New	+$890K	0.35%	106
2014 Q3	–	Sell	-27,720	Closed	-$1.36M	–	372
2014 Q2	$1.36M	Sell	27,720 -1,550	-5%	-$75.1K	0.49%	73
2014 Q1	$1.39M	Buy	+29,270	New	+$1.38M	0.77%	37

Other funds holding VZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Gideon Capital Advisors's VZ Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Verizon (VZ) in Q1 2020, closing a stake of 32,263 shares — an estimated $1.98M sold.

Gideon Capital Advisors first reported a position in VZ in Q1 2014 and held it in 8 quarters. The position peaked at $1.98M in Q4 2019. 2,573 funds tracked by Wall St. Rank hold VZ as of Q1 2020.

Gideon Capital Advisors reported no remaining Verizon position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 32,263 Verizon shares in Q1 2020, an estimated $1.98M.
Gideon Capital Advisors first reported a position in Verizon in Q1 2014 and held it in 8 quarters.
Gideon Capital Advisors's Verizon position peaked at $1.98M in Q4 2019.
2,573 funds tracked by Wall St. Rank held Verizon as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.