Milestone Advisory Partners’s Verizon VZ Stock Holding History

Milestone Advisory Partners’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	-4,649	Closed	-$270K	–	97
2021 Q1	$270K	Hold	4,649	–	–	0.14%	62
2020 Q4	$273K	Hold	4,649	–	–	0.16%	53
2020 Q3	$277K	Hold	4,649	–	–	0.17%	44
2020 Q2	$256K	Hold	4,649	–	–	0.15%	46
2020 Q1	$250K	Hold	4,649	–	–	0.17%	36
2019 Q4	$285K	Hold	4,649	–	–	0.15%	47
2019 Q3	$281K	Hold	4,649	–	–	0.16%	45
2019 Q2	$266K	Buy	+4,649	New	+$268K	0.16%	48

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

Milestone Advisory Partners's VZ Position: Q2 2021 in Review

Milestone Advisory Partners sold out of Verizon (VZ) in Q2 2021, closing a stake of 4,649 shares — an estimated $270K sold.

Milestone Advisory Partners first reported a position in VZ in Q2 2019 and held it in 8 quarters. The position peaked at $285K in Q4 2019. 2,815 funds tracked by Wall St. Rank hold VZ as of Q2 2021.

Milestone Advisory Partners reported no remaining Verizon position as of Q2 2021 after selling out during the quarter.
Milestone Advisory Partners sold 4,649 Verizon shares in Q2 2021, an estimated $270K.
Milestone Advisory Partners first reported a position in Verizon in Q2 2019 and held it in 8 quarters.
Milestone Advisory Partners's Verizon position peaked at $285K in Q4 2019.
2,815 funds tracked by Wall St. Rank held Verizon as of Q2 2021.

Based on Milestone Advisory Partners's 13F filing for Q2 2021, filed 13 Aug 2021.