JFS
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JD Financial Services’s Verizon VZ Stock Holding History

JD Financial Services’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 		$278K Hold
5,352
– – 0.23% 28
2021
Q3 		$289K Buy
5,352
+1
+0% +$55 0.26% 25
2021
Q2 		$300K Sell
5,351
-422
-7% -$24.2K 0.28% 27
2021
Q1 		$336K Sell
5,773
-455
-7% -$25.7K 0.43% 31
2020
Q4 		$366K Buy
+6,228
New +$370K 0.4% 22

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

JD Financial Services's VZ Position: Q4 2021 in Review

JD Financial Services held its Verizon (VZ) position steady in Q4 2021 at 5,352 shares worth $278K. The position accounts for 0.23% of the portfolio, ranked #28.

JD Financial Services first reported a position in VZ in Q4 2020 and has held it in 5 quarters since. The position peaked at $366K in Q4 2020. 3,012 funds tracked by Wall St. Rank hold VZ as of Q4 2021.

  • JD Financial Services held 5,352 shares of Verizon worth $278K as of Q4 2021.
  • JD Financial Services left its Verizon share count unchanged in Q4 2021.
  • Verizon made up 0.23% of JD Financial Services's portfolio in Q4 2021, its #28 holding.
  • JD Financial Services first reported a position in Verizon in Q4 2020 and has held it in 5 quarters since.
  • JD Financial Services's Verizon position peaked at $366K in Q4 2020.
  • 3,012 funds tracked by Wall St. Rank held Verizon as of Q4 2021.

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