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Hochman Cole Investment Advisors’s Verizon VZ Stock Holding History

Hochman Cole Investment 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
2021
Q3 		$1.04M Sell
19,243
-1,948
-9% -$108K 0.41% 45
2021
Q2 		$1.19M Sell
21,191
-394
-2% -$22.6K 0.47% 39
2021
Q1 		$1.25M Buy
21,585
+1,412
+7% +$79.7K 0.53% 38
2020
Q4 		$1.19M Buy
20,173
+1,194
+6% +$70.9K 0.51% 37
2020
Q3 		$1.13M Buy
18,979
+1,383
+8% +$80.4K 0.56% 36
2020
Q2 		$970K Buy
17,596
+1,041
+6% +$58.6K 0.53% 40
2020
Q1 		$890K Buy
16,555
+1,495
+10% +$85.5K 0.61% 39
2019
Q4 		$925K Buy
15,060
+3,101
+26% +$187K 0.5% 46
2019
Q3 		$722K Buy
11,959
+165
+1% +$9.5K 0.45% 51
2019
Q2 		$674K Buy
11,794
+132
+1% +$7.61K 0.4% 51
2019
Q1 		$690K Buy
11,662
+5,089
+77% +$288K 0.41% 51
2018
Q4 		$370K Buy
6,573
+101
+2% +$5.73K 0.25% 70
2018
Q3 		$346K Hold
6,472
– – 0.22% 75
2018
Q2 		$326K Sell
6,472
-702
-10% -$34K 0.21% 74
2018
Q1 		$343K Sell
7,174
-355
-5% -$17.8K 0.24% 68
2017
Q4 		$399K Sell
7,529
-3,855
-34% -$190K 0.25% 59
2017
Q3 		$563K Sell
11,384
-1,835
-14% -$86.3K 0.37% 49
2017
Q2 		$590K Buy
13,219
+2,597
+24% +$121K 0.41% 50
2017
Q1 		$518K Sell
10,622
-510
-5% -$25.6K 0.38% 52
2016
Q4 		$594K Buy
11,132
+191
+2% +$9.55K 0.43% 48
2016
Q3 		$569K Sell
10,941
-13,201
-55% -$709K 0.42% 49
2016
Q2 		$1.32M Buy
24,142
+11,055
+84% +$573K 1.09% 25
2016
Q1 		$708K Buy
13,087
+204
+2% +$10.2K 0.6% 43
2015
Q4 		$595K Buy
+12,883
New +$585K 0.5% 48

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

Hochman Cole Investment Advisors's VZ Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its Verizon (VZ) stake by 9.2% in Q3 2021, selling an estimated $108K and leaving 19,243 shares worth $1.04M. The position accounts for 0.41% of the portfolio, ranked #45.

Hochman Cole Investment Advisors first reported a position in VZ in Q4 2015 and has held it in 24 quarters since. The position peaked at $1.32M in Q2 2016. 2,785 funds tracked by Wall St. Rank hold VZ as of Q3 2021.

  • Hochman Cole Investment Advisors held 19,243 shares of Verizon worth $1.04M as of Q3 2021.
  • Hochman Cole Investment Advisors sold 1,948 Verizon shares in Q3 2021, an estimated $108K.
  • Verizon made up 0.41% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #45 holding.
  • Hochman Cole Investment Advisors first reported a position in Verizon in Q4 2015 and has held it in 24 quarters since.
  • Hochman Cole Investment Advisors's Verizon position peaked at $1.32M in Q2 2016.
  • 2,785 funds tracked by Wall St. Rank held Verizon as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.