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JBJ Investment Partners’s Verizon VZ Stock Holding History

JBJ Investment 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
-5,498
Closed -$297K – 67
2021
Q3 		$297K Sell
5,498
-725
-12% -$40.1K 0.06% 51
2021
Q2 		$349K Sell
6,223
-669
-10% -$38.4K 0.07% 48
2021
Q1 		$401K Buy
6,892
+292
+4% +$16.5K 0.09% 44
2020
Q4 		$388K Buy
6,600
+1,285
+24% +$76.3K 0.09% 45
2020
Q3 		$316K Buy
+5,315
New +$309K 0.08% 42
2019
Q2 		– Sell
-2,144
Closed -$127K – 187
2019
Q1 		$127K Buy
+2,144
New +$121K 0.05% 54

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

JBJ Investment Partners's VZ Position: Q4 2021 in Review

JBJ Investment Partners sold out of Verizon (VZ) in Q4 2021, closing a stake of 5,498 shares — an estimated $297K sold.

JBJ Investment Partners first reported a position in VZ in Q1 2019 and held it in 6 quarters. The position peaked at $401K in Q1 2021. 3,012 funds tracked by Wall St. Rank hold VZ as of Q4 2021.

  • JBJ Investment Partners reported no remaining Verizon position as of Q4 2021 after selling out during the quarter.
  • JBJ Investment Partners sold 5,498 Verizon shares in Q4 2021, an estimated $297K.
  • JBJ Investment Partners first reported a position in Verizon in Q1 2019 and held it in 6 quarters.
  • JBJ Investment Partners's Verizon position peaked at $401K in Q1 2021.
  • 3,012 funds tracked by Wall St. Rank held Verizon as of Q4 2021.

Based on JBJ Investment Partners's 13F filing for Q4 2021, filed 8 Feb 2022.