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Holistic Financial Partners’s Verizon VZ Stock Holding History

Holistic Financial Partners’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
Q4 		– Sell
-5,768
Closed -$312K – 125
2021
Q3 		$312K Sell
5,768
-849
-13% -$47K 0.19% 77
2021
Q2 		$371K Buy
6,617
+56
+0.9% +$3.21K 0.22% 64
2021
Q1 		$382K Buy
6,561
+271
+4% +$15.3K 0.25% 57
2020
Q4 		$370K Buy
6,290
+417
+7% +$24.8K 0.26% 56
2020
Q3 		$349K Sell
5,873
-85
-1% -$4.94K 0.28% 47
2020
Q2 		$328K Sell
5,958
-845
-12% -$47.5K 0.28% 42
2020
Q1 		$366K Sell
6,803
-287
-4% -$16.4K 0.38% 37
2019
Q4 		$435K Buy
7,090
+553
+8% +$33.4K 0.26% 48
2019
Q3 		$396K Buy
+6,537
New +$376K 0.35% 40
2018
Q2 		– Sell
-972
Closed -$46K – 359
2018
Q1 		$46K Buy
972
+11
+1% +$553 0.04% 210
2017
Q4 		$51K Buy
+961
New +$47.3K 0.04% 201

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Holistic Financial Partners's VZ Position: Q4 2021 in Review

Holistic Financial Partners sold out of Verizon (VZ) in Q4 2021, closing a stake of 5,768 shares — an estimated $312K sold.

Holistic Financial Partners first reported a position in VZ in Q4 2017 and held it in 11 quarters. The position peaked at $435K in Q4 2019. 3,013 funds tracked by Wall St. Rank hold VZ as of Q4 2021.

  • Holistic Financial Partners reported no remaining Verizon position as of Q4 2021 after selling out during the quarter.
  • Holistic Financial Partners sold 5,768 Verizon shares in Q4 2021, an estimated $312K.
  • Holistic Financial Partners first reported a position in Verizon in Q4 2017 and held it in 11 quarters.
  • Holistic Financial Partners's Verizon position peaked at $435K in Q4 2019.
  • 3,013 funds tracked by Wall St. Rank held Verizon as of Q4 2021.

Based on Holistic Financial Partners's 13F filing for Q4 2021, filed 11 Feb 2022.