Kings Point Capital Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.2M | Buy |
23,612
+643
| +3% | +$34.1K | 0.1% | 99 |
|
|
2021
Q4 | $1.19M | Buy |
22,969
+302
| +1% | +$15.8K | 0.1% | 102 |
|
|
2021
Q3 | $1.22M | Buy |
22,667
+455
| +2% | +$25.2K | 0.11% | 99 |
|
|
2021
Q2 | $1.25M | Sell |
22,212
-1,101
| -5% | -$63.2K | 0.11% | 103 |
|
|
2021
Q1 | $1.36M | Buy |
23,313
+2,682
| +13% | +$151K | 0.13% | 95 |
|
|
2020
Q4 | $1.21M | Buy |
20,631
+466
| +2% | +$27.7K | 0.13% | 98 |
|
|
2020
Q3 | $1.2M | Buy |
20,165
+3,302
| +20% | +$192K | 0.15% | 91 |
|
|
2020
Q2 | $930K | Sell |
16,863
-567
| -3% | -$31.9K | 0.13% | 94 |
|
|
2020
Q1 | $937K | Buy |
17,430
+1,059
| +6% | +$60.6K | 0.17% | 88 |
|
|
2019
Q4 | $1M | Buy |
16,371
+1,164
| +8% | +$70.2K | 0.15% | 94 |
|
|
2019
Q3 | $918K | Buy |
15,207
+1,633
| +12% | +$94K | 0.16% | 91 |
|
|
2019
Q2 | $776K | Buy |
13,574
+3,476
| +34% | +$200K | 0.14% | 92 |
|
|
2019
Q1 | $597K | Buy |
10,098
+2,000
| +25% | +$113K | 0.12% | 95 |
|
|
2018
Q4 | $455K | Sell |
8,098
-1,133
| -12% | -$64.3K | 0.1% | 101 |
|
|
2018
Q3 | $493K | Sell |
9,231
-200
| -2% | -$10.6K | 0.09% | 112 |
|
|
2018
Q2 | $474K | Sell |
9,431
-493
| -5% | -$23.9K | 0.09% | 115 |
|
|
2018
Q1 | $475K | Buy |
9,924
+1,935
| +24% | +$97.2K | 0.1% | 110 |
|
|
2017
Q4 | $423K | Sell |
7,989
-1,110
| -12% | -$54.6K | 0.09% | 115 |
|
|
2017
Q3 | $450K | Sell |
9,099
-7,126
| -44% | -$335K | 0.1% | 109 |
|
|
2017
Q2 | $725K | Sell |
16,225
-165,420
| -91% | -$7.71M | 0.17% | 92 |
|
|
2017
Q1 | $8.86M | Sell |
181,645
-7,360
| -4% | -$369K | 2.08% | 9 |
|
|
2016
Q4 | $10.1M | Buy |
189,005
+8,484
| +5% | +$424K | 2.49% | 3 |
|
|
2016
Q3 | $9.38M | Sell |
180,521
-8,167
| -4% | -$438K | 2.48% | 9 |
|
|
2016
Q2 | $10.5M | Buy |
188,688
+644
| +0.3% | +$33.4K | 2.7% | 5 |
|
|
2016
Q1 | $10.2M | Sell |
188,044
-417
| -0.2% | -$20.9K | 2.59% | 9 |
|
|
2015
Q4 | $8.71M | Buy |
188,461
+7,040
| +4% | +$320K | 2.16% | 13 |
|
|
2015
Q3 | $7.89M | Buy |
181,421
+9,480
| +6% | +$437K | 2.08% | 14 |
|
|
2015
Q2 | $8.01M | Buy |
171,941
+4,209
| +3% | +$206K | 1.94% | 16 |
|
|
2015
Q1 | $8.16M | Sell |
167,732
-2,445
| -1% | -$118K | 2.05% | 14 |
|
|
2014
Q4 | $7.96M | Buy |
170,177
+11,431
| +7% | +$559K | 2.15% | 14 |
|
|
2014
Q3 | $7.94M | Buy |
158,746
+2,437
| +2% | +$121K | 2.4% | 11 |
|
|
2014
Q2 | $7.65M | Buy |
156,309
+700
| +0.4% | +$33.9K | 2.3% | 11 |
|
|
2014
Q1 | $7.4M | Buy |
155,609
+8,649
| +6% | +$409K | 2.41% | 10 |
|
|
2013
Q4 | $7.22M | Buy |
146,960
+2,860
| +2% | +$141K | 2.53% | 10 |
|
|
2013
Q3 | $6.73M | Buy |
144,100
+8,249
| +6% | +$403K | 2.59% | 8 |
|
|
2013
Q2 | $6.84M | Buy |
+135,851
| New | +$6.93M | 2.78% | 6 |
|
Other funds holding VZ
Kings Point Capital Management's VZ Position: Q1 2022 in Review
Kings Point Capital Management increased its Verizon (VZ) stake by 2.8% in Q1 2022, buying an estimated $34.1K and bringing the position to 23,612 shares worth $1.2M. The position accounts for 0.1% of the portfolio, ranked #99.
Kings Point Capital Management first reported a position in VZ in Q2 2013 and has held it in 36 quarters since. The position peaked at $10.5M in Q2 2016. 3,019 funds tracked by Wall St. Rank hold VZ as of Q1 2022.
- Kings Point Capital Management held 23,612 shares of Verizon worth $1.2M as of Q1 2022.
- Kings Point Capital Management bought 643 Verizon shares in Q1 2022, an estimated $34.1K.
- Verizon made up 0.1% of Kings Point Capital Management's portfolio in Q1 2022, its #99 holding.
- Kings Point Capital Management first reported a position in Verizon in Q2 2013 and has held it in 36 quarters since.
- Kings Point Capital Management's Verizon position peaked at $10.5M in Q2 2016.
- 3,019 funds tracked by Wall St. Rank held Verizon as of Q1 2022.
Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.