JA
VZ icon

JOYN Advisors’s Verizon VZ Stock Holding History

JOYN 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
Q1 		$934K Buy
17,379
+1,043
+6% +$59.7K 0.31% 24
2019
Q4 		$1M Buy
16,336
+1,472
+10% +$88.8K 0.21% 28
2019
Q3 		$897K Sell
14,864
-861
-5% -$49.6K 0.2% 30
2019
Q2 		$868K Buy
15,725
+1,162
+8% +$67K 0.2% 38
2019
Q1 		$861K Sell
14,563
-1,431
-9% -$81K 0.2% 28
2018
Q4 		$899K Sell
15,994
-555
-3% -$31.5K 0.2% 34
2018
Q3 		$884K Buy
16,549
+69
+0.4% +$3.65K 0.17% 34
2018
Q2 		$829K Buy
16,480
+8,806
+115% +$426K 0.18% 35
2018
Q1 		$367K Sell
7,674
-407
-5% -$20.5K 0.08% 87
2017
Q4 		$428K Buy
+8,081
New +$397K 0.09% 94

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

JOYN Advisors's VZ Position: Q1 2020 in Review

JOYN Advisors increased its Verizon (VZ) stake by 6.4% in Q1 2020, buying an estimated $59.7K and bringing the position to 17,379 shares worth $934K. The position accounts for 0.31% of the portfolio, ranked #24.

JOYN Advisors first reported a position in VZ in Q4 2017 and has held it in 10 quarters since. The position peaked at $1M in Q4 2019. 2,572 funds tracked by Wall St. Rank hold VZ as of Q1 2020.

  • JOYN Advisors held 17,379 shares of Verizon worth $934K as of Q1 2020.
  • JOYN Advisors bought 1,043 Verizon shares in Q1 2020, an estimated $59.7K.
  • Verizon made up 0.31% of JOYN Advisors's portfolio in Q1 2020, its #24 holding.
  • JOYN Advisors first reported a position in Verizon in Q4 2017 and has held it in 10 quarters since.
  • JOYN Advisors's Verizon position peaked at $1M in Q4 2019.
  • 2,572 funds tracked by Wall St. Rank held Verizon as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.