Independence Advisors’s Verizon VZ Stock Holding History

Independence 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 Q3	$225K	Hold	3,781	–	–	0.05%	90
2020 Q2	$208K	Buy	+3,781	New	+$213K	0.05%	93
2020 Q1	–	Sell	-4,003	Closed	-$246K	–	166
2019 Q4	$246K	Sell	4,003 -350	-8%	-$21.1K	0.06%	83
2019 Q3	$263K	Sell	4,353 -185	-4%	-$10.7K	0.06%	79
2019 Q2	$259K	Buy	4,538 +887	+24%	+$51.1K	0.07%	79
2019 Q1	$216K	Sell	3,651 -71	-2%	-$4.02K	0.06%	88
2018 Q4	$209K	Sell	3,722 -1,458	-28%	-$82.7K	0.07%	79
2018 Q3	$277K	Buy	5,180 +898	+21%	+$47.5K	0.08%	65
2018 Q2	$215K	Hold	4,282	–	–	0.07%	74
2018 Q1	$205K	Buy	4,282 +79	+2%	+$3.97K	0.07%	73
2017 Q4	$222K	Sell	4,203 -74	-2%	-$3.64K	0.07%	70
2017 Q3	$212K	Buy	+4,277	New	+$201K	0.08%	66
2017 Q2	–	Sell	-4,481	Closed	-$218K	–	78
2017 Q1	$218K	Hold	4,481	–	–	0.09%	68
2016 Q4	$239K	Sell	4,481 -489	-10%	-$24.4K	0.11%	61
2016 Q3	$258K	Buy	4,970 +1,333	+37%	+$71.5K	0.12%	57
2016 Q2	$203K	Buy	+3,637	New	+$189K	0.11%	52

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

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

Independence Advisors's VZ Position: Q3 2020 in Review

Independence Advisors held its Verizon (VZ) position steady in Q3 2020 at 3,781 shares worth $225K. The position accounts for 0.05% of the portfolio, ranked #90.

Independence Advisors first reported a position in VZ in Q2 2016 and has held it in 16 quarters since. The position peaked at $277K in Q3 2018. 2,626 funds tracked by Wall St. Rank hold VZ as of Q3 2020.

Independence Advisors held 3,781 shares of Verizon worth $225K as of Q3 2020.
Independence Advisors left its Verizon share count unchanged in Q3 2020.
Verizon made up 0.05% of Independence Advisors's portfolio in Q3 2020, its #90 holding.
Independence Advisors first reported a position in Verizon in Q2 2016 and has held it in 16 quarters since.
Independence Advisors's Verizon position peaked at $277K in Q3 2018.
2,626 funds tracked by Wall St. Rank held Verizon as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.