Mokosak Advisory Group’s Verizon VZ Stock Holding History

Mokosak Advisory Group’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
2019 Q4	–	Sell	-3,844	Closed	-$232K	–	27
2019 Q3	$232K	Buy	3,844 +40	+1%	+$2.3K	0.15%	24
2019 Q2	$217K	Buy	3,804 +40	+1%	+$2.31K	0.15%	20
2019 Q1	$222K	Buy	3,764 +41	+1%	+$2.32K	0.15%	20
2018 Q4	$209K	Buy	+3,723	New	+$211K	0.16%	22

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Mokosak Advisory Group's VZ Position: Q4 2019 in Review

Mokosak Advisory Group sold out of Verizon (VZ) in Q4 2019, closing a stake of 3,844 shares — an estimated $232K sold.

Mokosak Advisory Group first reported a position in VZ in Q4 2018 and held it in 4 quarters. The position peaked at $232K in Q3 2019. 2,616 funds tracked by Wall St. Rank hold VZ as of Q4 2019.

Mokosak Advisory Group reported no remaining Verizon position as of Q4 2019 after selling out during the quarter.
Mokosak Advisory Group sold 3,844 Verizon shares in Q4 2019, an estimated $232K.
Mokosak Advisory Group first reported a position in Verizon in Q4 2018 and held it in 4 quarters.
Mokosak Advisory Group's Verizon position peaked at $232K in Q3 2019.
2,616 funds tracked by Wall St. Rank held Verizon as of Q4 2019.

Based on Mokosak Advisory Group's 13F filing for Q4 2019, filed 21 Jan 2020.