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Johanson Financial Advisors’s Verizon VZ Stock Holding History

Johanson 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
2021
Q4 		$744K Sell
14,318
-1,508
-10% -$78.7K 0.23% 72
2021
Q3 		$855K Sell
15,826
-636
-4% -$35.2K 0.29% 64
2021
Q2 		$931K Buy
16,462
+358
+2% +$20.5K 0.31% 65
2021
Q1 		$929K Buy
16,104
+1,842
+13% +$104K 0.34% 63
2020
Q4 		$838K Buy
14,262
+207
+1% +$12.3K 0.34% 59
2020
Q3 		$839K Buy
14,055
+894
+7% +$51.9K 0.38% 54
2020
Q2 		$726K Buy
13,161
+1,063
+9% +$59.8K 0.36% 55
2020
Q1 		$648K Sell
12,098
-667,503
-98% -$38.2M 0.37% 54
2019
Q4 		$11.1M Buy
679,601
+668,847
+6,220% +$40.3M 0.53% 38
2019
Q3 		$648K Buy
10,754
+85
+0.8% +$4.89K 0.34% 59
2019
Q2 		$612K Buy
10,669
+477
+5% +$27.5K 0.33% 61
2019
Q1 		$603K Buy
10,192
+405
+4% +$22.9K 0.34% 59
2018
Q4 		$551K Sell
9,787
-182
-2% -$10.3K 0.37% 55
2018
Q3 		$533K Buy
9,969
+102
+1% +$5.4K 0.31% 64
2018
Q2 		$501K Buy
9,867
+111
+1% +$5.37K 0.32% 60
2018
Q1 		$467K Buy
9,756
+79
+0.8% +$3.97K 0.31% 57
2017
Q4 		$512K Sell
9,677
-1,605
-14% -$78.9K 0.34% 54
2017
Q3 		$560K Buy
11,282
+430
+4% +$20.2K 0.41% 49
2017
Q2 		$486K Sell
10,852
-1,339
-11% -$62.4K 0.4% 49
2017
Q1 		$594K Buy
+12,191
New +$612K 0.52% 44
2016
Q4 		– Sell
-11,218
Closed -$585K – 69
2016
Q3 		$585K Sell
11,218
-81
-0.7% -$4.35K 0.63% 38
2016
Q2 		$632K Buy
11,299
+823
+8% +$42.7K 0.74% 36
2016
Q1 		$566K Buy
10,476
+746
+8% +$37.3K 0.7% 38
2015
Q4 		$451K Buy
+9,730
New +$442K 0.59% 41

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

Johanson Financial Advisors's VZ Position: Q4 2021 in Review

Johanson Financial Advisors reduced its Verizon (VZ) stake by 9.5% in Q4 2021, selling an estimated $78.7K and leaving 14,318 shares worth $744K. The position accounts for 0.23% of the portfolio, ranked #72.

Johanson Financial Advisors first reported a position in VZ in Q4 2015 and has held it in 24 quarters since. The position peaked at $11.1M in Q4 2019. 3,012 funds tracked by Wall St. Rank hold VZ as of Q4 2021.

  • Johanson Financial Advisors held 14,318 shares of Verizon worth $744K as of Q4 2021.
  • Johanson Financial Advisors sold 1,508 Verizon shares in Q4 2021, an estimated $78.7K.
  • Verizon made up 0.23% of Johanson Financial Advisors's portfolio in Q4 2021, its #72 holding.
  • Johanson Financial Advisors first reported a position in Verizon in Q4 2015 and has held it in 24 quarters since.
  • Johanson Financial Advisors's Verizon position peaked at $11.1M in Q4 2019.
  • 3,012 funds tracked by Wall St. Rank held Verizon as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.