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Guidant Wealth Advisors’s Verizon VZ Stock Holding History

Guidant Wealth 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
2019
Q3 		$152K Hold
2,516
– – 0.06% 118
2019
Q2 		$144K Buy
2,516
+578
+30% +$33.3K 0.06% 123
2019
Q1 		$115K Buy
1,938
+90
+5% +$5.1K 0.04% 136
2018
Q4 		$103K Sell
1,848
-244
-12% -$13.8K 0.05% 100
2018
Q3 		$112K Buy
2,092
+11
+0.5% +$582 0.05% 55
2018
Q2 		$104K Buy
2,081
+10
+0.5% +$484 0.05% 56
2018
Q1 		$97K Sell
2,071
-147
-7% -$7.39K 0.04% 54
2017
Q4 		$116K Hold
2,218
– – 0.05% 53
2017
Q3 		$108K Buy
2,218
+125
+6% +$5.88K 0.08% 51
2017
Q2 		$90K Hold
2,093
– – 0.05% 87
2017
Q1 		$102K Hold
2,093
– – 0.05% 83
2016
Q4 		$110K Sell
2,093
-1
-0% -$50 0.06% 79
2016
Q3 		$107K Buy
+2,094
New +$112K 0.07% 76

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Guidant Wealth Advisors's VZ Position: Q3 2019 in Review

Guidant Wealth Advisors held its Verizon (VZ) position steady in Q3 2019 at 2,516 shares worth $152K. The position accounts for 0.06% of the portfolio, ranked #118.

Guidant Wealth Advisors first reported a position in VZ in Q3 2016 and has held it in 13 quarters since. 2,400 funds tracked by Wall St. Rank hold VZ as of Q3 2019.

  • Guidant Wealth Advisors held 2,516 shares of Verizon worth $152K as of Q3 2019.
  • Guidant Wealth Advisors left its Verizon share count unchanged in Q3 2019.
  • Verizon made up 0.06% of Guidant Wealth Advisors's portfolio in Q3 2019, its #118 holding.
  • Guidant Wealth Advisors first reported a position in Verizon in Q3 2016 and has held it in 13 quarters since.
  • 2,400 funds tracked by Wall St. Rank held Verizon as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.