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H&H Retirement Design & Management’s Verizon VZ Stock Holding History

H&H Retirement Design & 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
Q3 		– Sell
-3,614
Closed -$202K – 46
2021
Q2 		$202K Buy
3,614
+15
+0.4% +$861 0.12% 45
2021
Q1 		$206K Buy
+3,599
New +$203K 0.12% 43
2020
Q3 		$212K Buy
+3,568
New +$207K 0.17% 39
2020
Q2 		– Sell
-4,339
Closed -$233K – 49
2020
Q1 		$233K Buy
+4,339
New +$248K 0.22% 43

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

H&H Retirement Design & Management's VZ Position: Q3 2021 in Review

H&H Retirement Design & Management sold out of Verizon (VZ) in Q3 2021, closing a stake of 3,614 shares — an estimated $202K sold.

H&H Retirement Design & Management first reported a position in VZ in Q1 2020 and held it in 4 quarters. The position peaked at $233K in Q1 2020. 2,784 funds tracked by Wall St. Rank hold VZ as of Q3 2021.

  • H&H Retirement Design & Management reported no remaining Verizon position as of Q3 2021 after selling out during the quarter.
  • H&H Retirement Design & Management sold 3,614 Verizon shares in Q3 2021, an estimated $202K.
  • H&H Retirement Design & Management first reported a position in Verizon in Q1 2020 and held it in 4 quarters.
  • H&H Retirement Design & Management's Verizon position peaked at $233K in Q1 2020.
  • 2,784 funds tracked by Wall St. Rank held Verizon as of Q3 2021.

Based on H&H Retirement Design & Management's 13F filing for Q3 2021, filed 12 Oct 2021.