NWA
VZ icon

Navis Wealth Advisors’s Verizon VZ Stock Holding History

Navis Wealth Advisors’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
Q4 		– Sell
-15,000
Closed -$810K – 129
2021
Q3 		$810K Buy
+15,000
New +$830K 0.57% 43
2021
Q2 		– Sell
-15,000
Closed -$872K – 119
2021
Q1 		$872K Buy
+15,000
New +$846K 0.68% 33

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Navis Wealth Advisors's VZ Position: Q1 2021 in Review

Navis Wealth Advisors sold out of Verizon (VZ) in Q1 2021, closing a stake of 1,209 shares — an estimated $68.2K sold.

Navis Wealth Advisors first reported a position in VZ in Q4 2020 and held it in 1 quarter. The position peaked at $71K in Q4 2020. 2,840 funds tracked by Wall St. Rank hold VZ as of Q1 2021.

  • Navis Wealth Advisors reported no remaining Verizon position as of Q1 2021 after selling out during the quarter.
  • Navis Wealth Advisors sold 1,209 Verizon shares in Q1 2021, an estimated $68.2K.
  • Navis Wealth Advisors first reported a position in Verizon in Q4 2020 and held it in 1 quarter.
  • Navis Wealth Advisors's Verizon position peaked at $71K in Q4 2020.
  • 2,840 funds tracked by Wall St. Rank held Verizon as of Q1 2021.

Based on Navis Wealth Advisors's 13F filing for Q1 2021, filed 18 May 2021.