Huber Financial Advisors’s Verizon VZ Stock Holding History

Huber Financial 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
2020 Q1	$283K	Buy	5,264 +216	+4%	+$12.4K	0.11%	86
2019 Q4	$310K	Buy	5,048 +35	+0.7%	+$2.11K	0.11%	94
2019 Q3	$303K	Buy	5,013 +37	+0.7%	+$2.13K	0.12%	91
2019 Q2	$284K	Sell	4,976 -903	-15%	-$52K	0.12%	91
2019 Q1	$348K	Buy	5,879 +2,194	+60%	+$124K	0.17%	81
2018 Q4	$207K	Sell	3,685 -1,773	-32%	-$101K	0.11%	93
2018 Q3	$291K	Buy	5,458 +41	+0.8%	+$2.17K	0.22%	75
2018 Q2	$272K	Buy	5,417 +478	+10%	+$23.1K	0.25%	77
2018 Q1	$236K	Sell	4,939 -1,116	-18%	-$56.1K	0.23%	80
2017 Q4	$321K	Buy	+6,055	New	+$298K	0.35%	55

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Huber Financial Advisors's VZ Position: Q1 2020 in Review

Huber Financial Advisors increased its Verizon (VZ) stake by 4.3% in Q1 2020, buying an estimated $12.4K and bringing the position to 5,264 shares worth $283K. The position accounts for 0.11% of the portfolio, ranked #86.

Huber Financial Advisors first reported a position in VZ in Q4 2017 and has held it in 10 quarters since. The position peaked at $348K in Q1 2019. 2,573 funds tracked by Wall St. Rank hold VZ as of Q1 2020.

Huber Financial Advisors held 5,264 shares of Verizon worth $283K as of Q1 2020.
Huber Financial Advisors bought 216 Verizon shares in Q1 2020, an estimated $12.4K.
Verizon made up 0.11% of Huber Financial Advisors's portfolio in Q1 2020, its #86 holding.
Huber Financial Advisors first reported a position in Verizon in Q4 2017 and has held it in 10 quarters since.
Huber Financial Advisors's Verizon position peaked at $348K in Q1 2019.
2,573 funds tracked by Wall St. Rank held Verizon as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.