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Harvest Group Wealth Management’s Verizon VZ Stock Holding History

Harvest Group Wealth 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
Q1 		– Sell
-4,081
Closed -$240K – 705
2020
Q4 		$240K Sell
4,081
-492
-11% -$29.2K 0.14% 37
2020
Q3 		$272K Buy
4,573
+2
+0% +$116 0.19% 28
2020
Q2 		$252K Buy
4,571
+2
+0% +$113 0.21% 29
2020
Q1 		$245K Sell
4,569
-2,108
-32% -$121K 0.25% 30
2019
Q4 		$409K Sell
6,677
-342
-5% -$20.6K 0.36% 19
2019
Q3 		$424K Buy
7,019
+675
+11% +$38.9K 0.52% 15
2019
Q2 		$362K Sell
6,344
-8,260
-57% -$476K 0.47% 16
2019
Q1 		$864K Sell
14,604
-336
-2% -$19K 0.79% 20
2018
Q4 		$840K Buy
14,940
+6,708
+81% +$381K 1.09% 13
2018
Q3 		$440K Buy
8,232
+1,355
+20% +$71.7K 0.31% 24
2018
Q2 		$346K Sell
6,877
-8,370
-55% -$405K 0.24% 31
2018
Q1 		$729K Sell
15,247
-995
-6% -$50K 0.49% 25
2017
Q4 		$860K Buy
+16,242
New +$799K 0.52% 25

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 $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Harvest Group Wealth Management's VZ Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Verizon (VZ) in Q1 2021, closing a stake of 4,081 shares — an estimated $240K sold.

Harvest Group Wealth Management first reported a position in VZ in Q4 2017 and held it in 13 quarters. The position peaked at $864K in Q1 2019. 2,840 funds tracked by Wall St. Rank hold VZ as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Verizon position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 4,081 Verizon shares in Q1 2021, an estimated $240K.
  • Harvest Group Wealth Management first reported a position in Verizon in Q4 2017 and held it in 13 quarters.
  • Harvest Group Wealth Management's Verizon position peaked at $864K in Q1 2019.
  • 2,840 funds tracked by Wall St. Rank held Verizon as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.