Insight Wealth Strategies’s Verizon VZ Stock Holding History

Insight Wealth Strategies’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 Q2	–	Sell	-37,876	Closed	-$2.2M	–	237
2021 Q1	$2.2M	Buy	37,876 +18,884	+99%	+$1.07M	0.3%	48
2020 Q4	$1.12M	Buy	18,992 +643	+4%	+$38.2K	0.19%	68
2020 Q3	$1.09M	Buy	18,349 +1,601	+10%	+$93K	0.2%	55
2020 Q2	$923K	Buy	16,748 +342	+2%	+$19.2K	0.21%	52
2020 Q1	$881K	Sell	16,406 -7,978	-33%	-$456K	0.23%	41
2019 Q4	$1.5M	Buy	24,384 +2,645	+12%	+$160K	0.32%	61
2019 Q3	$1.31M	Buy	21,739 +3,829	+21%	+$221K	0.31%	60
2019 Q2	$1.02M	Buy	17,910 +1,281	+8%	+$73.8K	0.25%	64
2019 Q1	$983K	Buy	16,629 +946	+6%	+$53.6K	0.27%	64
2018 Q4	$882K	Buy	+15,683	New	+$890K	0.27%	57

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Insight Wealth Strategies's VZ Position: Q2 2021 in Review

Insight Wealth Strategies sold out of Verizon (VZ) in Q2 2021, closing a stake of 37,876 shares — an estimated $2.2M sold.

Insight Wealth Strategies first reported a position in VZ in Q4 2018 and held it in 10 quarters. The position peaked at $2.2M in Q1 2021. 2,815 funds tracked by Wall St. Rank hold VZ as of Q2 2021.

Insight Wealth Strategies reported no remaining Verizon position as of Q2 2021 after selling out during the quarter.
Insight Wealth Strategies sold 37,876 Verizon shares in Q2 2021, an estimated $2.2M.
Insight Wealth Strategies first reported a position in Verizon in Q4 2018 and held it in 10 quarters.
Insight Wealth Strategies's Verizon position peaked at $2.2M in Q1 2021.
2,815 funds tracked by Wall St. Rank held Verizon as of Q2 2021.

Based on Insight Wealth Strategies's 13F filing for Q2 2021, filed 12 Aug 2021.