Mason Investment Advisory Services’s Verizon VZ Stock Holding History

Mason Investment Advisory 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 Q2	–	Sell	-18,415	Closed	-$1.07M	–	100
2021 Q1	$1.07M	Hold	18,415	–	–	0.11%	43
2020 Q4	$1.08M	Hold	18,415	–	–	0.13%	39
2020 Q3	$1.1M	Hold	18,415	–	–	0.16%	30
2020 Q2	$1.02M	Sell	18,415 -4,912	-21%	-$276K	0.15%	34
2020 Q1	$1.25M	Buy	23,327 +200	+0.9%	+$11.4K	0.21%	21
2019 Q4	$1.42M	Hold	23,127	–	–	0.21%	29
2019 Q3	$1.4M	Buy	23,127 +3,986	+21%	+$230K	0.22%	27
2019 Q2	$1.09M	Hold	19,141	–	–	0.18%	40
2019 Q1	$1.13M	Buy	+19,141	New	+$1.08M	0.31%	28

Other funds holding VZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mason Investment Advisory Services's VZ Position: Q2 2021 in Review

Mason Investment Advisory Services sold out of Verizon (VZ) in Q2 2021, closing a stake of 18,415 shares — an estimated $1.07M sold.

Mason Investment Advisory Services first reported a position in VZ in Q1 2019 and held it in 9 quarters. The position peaked at $1.42M in Q4 2019. 2,816 funds tracked by Wall St. Rank hold VZ as of Q2 2021.

Mason Investment Advisory Services reported no remaining Verizon position as of Q2 2021 after selling out during the quarter.
Mason Investment Advisory Services sold 18,415 Verizon shares in Q2 2021, an estimated $1.07M.
Mason Investment Advisory Services first reported a position in Verizon in Q1 2019 and held it in 9 quarters.
Mason Investment Advisory Services's Verizon position peaked at $1.42M in Q4 2019.
2,816 funds tracked by Wall St. Rank held Verizon as of Q2 2021.

Based on Mason Investment Advisory Services's 13F filing for Q2 2021, filed 6 Aug 2024.