Level Four Financial’s Verizon VZ Stock Holding History

Level Four Financial’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 Q3	$1.72M	Sell	31,926 -6,568	-17%	-$363K	0.75%	32
2021 Q2	$2.16M	Buy	38,494 +7,322	+23%	+$420K	0.91%	20
2021 Q1	$1.81M	Buy	31,172 +2,960	+10%	+$167K	0.84%	24
2020 Q4	$1.66M	Buy	+28,212	New	+$1.68M	0.72%	29

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Level Four Financial's VZ Position: Q3 2021 in Review

Level Four Financial reduced its Verizon (VZ) stake by 17% in Q3 2021, selling an estimated $363K and leaving 31,926 shares worth $1.72M. The position accounts for 0.75% of the portfolio, ranked #32.

Level Four Financial first reported a position in VZ in Q4 2020 and has held it in 4 quarters since. The position peaked at $2.16M in Q2 2021. 2,786 funds tracked by Wall St. Rank hold VZ as of Q3 2021.

Level Four Financial held 31,926 shares of Verizon worth $1.72M as of Q3 2021.
Level Four Financial sold 6,568 Verizon shares in Q3 2021, an estimated $363K.
Verizon made up 0.75% of Level Four Financial's portfolio in Q3 2021, its #32 holding.
Level Four Financial first reported a position in Verizon in Q4 2020 and has held it in 4 quarters since.
Level Four Financial's Verizon position peaked at $2.16M in Q2 2021.
2,786 funds tracked by Wall St. Rank held Verizon as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.