Gould Asset Management’s Verizon VZ Stock Holding History

Gould Asset 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
2021 Q2	–	Sell	-4,764	Closed	-$277K	–	158
2021 Q1	$277K	Buy	+4,764	New	+$269K	0.08%	122
2019 Q3	–	Sell	-4,375	Closed	-$250K	–	148
2019 Q2	$250K	Buy	+4,375	New	+$252K	0.09%	117
2018 Q3	–	Sell	-5,775	Closed	-$291K	–	149
2018 Q2	$291K	Sell	5,775 -154	-3%	-$7.45K	0.13%	92
2018 Q1	$284K	Buy	+5,929	New	+$298K	0.12%	95
2017 Q4	–	Sell	-4,229	Closed	-$209K	–	145
2017 Q3	$209K	Sell	4,229 -1,100	-21%	-$51.8K	0.09%	127
2017 Q2	$238K	Buy	+5,329	New	+$248K	0.11%	106
2016 Q3	–	Sell	-3,629	Closed	-$203K	–	111
2016 Q2	$203K	Buy	+3,629	New	+$188K	0.11%	94

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gould Asset Management's VZ Position: Q2 2021 in Review

Gould Asset Management sold out of Verizon (VZ) in Q2 2021, closing a stake of 4,764 shares — an estimated $277K sold.

Gould Asset Management first reported a position in VZ in Q2 2016 and held it in 7 quarters. The position peaked at $291K in Q2 2018. 2,815 funds tracked by Wall St. Rank hold VZ as of Q2 2021.

Gould Asset Management reported no remaining Verizon position as of Q2 2021 after selling out during the quarter.
Gould Asset Management sold 4,764 Verizon shares in Q2 2021, an estimated $277K.
Gould Asset Management first reported a position in Verizon in Q2 2016 and held it in 7 quarters.
Gould Asset Management's Verizon position peaked at $291K in Q2 2018.
2,815 funds tracked by Wall St. Rank held Verizon as of Q2 2021.

Based on Gould Asset Management's 13F filing for Q2 2021, filed 5 Aug 2021.