NEPWA
VZ icon

New England Private Wealth Advisors’s Verizon VZ Stock Holding History

New England Private 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
2019
Q4 		– Sell
-14,831
Closed -$895K – 161
2019
Q3 		$895K Buy
14,831
+334
+2% +$19.2K 0.22% 62
2019
Q2 		$825K Sell
14,497
-283
-2% -$16.3K 0.2% 70
2019
Q1 		$874K Buy
14,780
+6
+0% +$340 0.23% 60
2018
Q4 		$829K Sell
14,774
-740
-5% -$42K 0.24% 59
2018
Q3 		$829K Buy
15,514
+264
+2% +$14K 0.22% 62
2018
Q2 		$769K Sell
15,250
-4,925
-24% -$238K 0.22% 63
2018
Q1 		$969K Buy
20,175
+891
+5% +$44.8K 0.27% 58
2017
Q4 		$1.02M Sell
19,284
-626
-3% -$30.8K 0.29% 57
2017
Q3 		$982K Sell
19,910
-4,079
-17% -$192K 0.29% 54
2017
Q2 		$1.07M Sell
23,989
-6,010
-20% -$280K 0.33% 50
2017
Q1 		$1.48M Buy
29,999
+548
+2% +$27.5K 0.47% 42
2016
Q4 		$1.57M Buy
29,451
+956
+3% +$47.8K 0.55% 38
2016
Q3 		$1.48M Sell
28,495
-255
-0.9% -$13.7K 0.53% 43
2016
Q2 		$1.61M Buy
28,750
+145
+0.5% +$7.52K 0.61% 37
2016
Q1 		$1.55M Buy
28,605
+123
+0.4% +$6.15K 0.64% 36
2015
Q4 		$1.31M Buy
28,482
+14
+0% +$636 0.52% 42
2015
Q3 		$1.24M Sell
28,468
-2,374
-8% -$110K 0.53% 41
2015
Q2 		$1.42M Sell
30,842
-850
-3% -$41.6K 0.54% 39
2015
Q1 		$1.52M Buy
31,692
+5,722
+22% +$276K 0.59% 36
2014
Q4 		$1.22M Buy
25,970
+1,398
+6% +$68.4K 0.48% 42
2014
Q3 		$1.23M Buy
24,572
+1,921
+8% +$95.5K 0.49% 41
2014
Q2 		$1.11M Sell
22,651
-1,269
-5% -$61.5K 0.45% 43
2014
Q1 		$1.14M Buy
23,920
+930
+4% +$44K 0.48% 41
2013
Q4 		$1.13M Buy
22,990
+1,628
+8% +$80.1K 0.51% 40
2013
Q3 		$997K Buy
21,362
+11,393
+114% +$556K 0.52% 37
2013
Q2 		$504K Buy
+9,969
New +$509K 0.32% 42

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

New England Private Wealth Advisors's VZ Position: Q4 2019 in Review

New England Private Wealth Advisors sold out of Verizon (VZ) in Q4 2019, closing a stake of 14,831 shares — an estimated $895K sold.

New England Private Wealth Advisors first reported a position in VZ in Q2 2013 and held it in 26 quarters. The position peaked at $1.61M in Q2 2016. 2,616 funds tracked by Wall St. Rank hold VZ as of Q4 2019.

  • New England Private Wealth Advisors reported no remaining Verizon position as of Q4 2019 after selling out during the quarter.
  • New England Private Wealth Advisors sold 14,831 Verizon shares in Q4 2019, an estimated $895K.
  • New England Private Wealth Advisors first reported a position in Verizon in Q2 2013 and held it in 26 quarters.
  • New England Private Wealth Advisors's Verizon position peaked at $1.61M in Q2 2016.
  • 2,616 funds tracked by Wall St. Rank held Verizon as of Q4 2019.

Based on New England Private Wealth Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.