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New England Professional Planning Group’s Verizon VZ Stock Holding History

New England Professional Planning 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
2021
Q3 		– Sell
-3,620
Closed -$202K – 53
2021
Q2 		$202K Sell
3,620
-1,094
-23% -$62.8K 0.12% 48
2021
Q1 		$280K Sell
4,714
-312
-6% -$17.6K 0.17% 34
2020
Q4 		$295K Buy
5,026
+86
+2% +$5.11K 0.21% 25
2020
Q3 		$289K Sell
4,940
-1,613
-25% -$93.7K 0.23% 23
2020
Q2 		$386K Sell
6,553
-657
-9% -$37K 0.3% 24
2020
Q1 		$406K Sell
7,210
-752
-9% -$43K 0.38% 21
2019
Q4 		$492K Buy
+7,962
New +$480K 0.39% 23
2018
Q3 		$473K Buy
8,845
+1,313
+17% +$69.5K 0.54% 21
2018
Q2 		$379K Sell
7,532
-3,162
-30% -$153K 0.49% 24
2018
Q1 		$528K Buy
10,694
+824
+8% +$41.4K 0.7% 14
2017
Q4 		$518K Buy
+9,870
New +$485K 0.63% 14
2016
Q2 		$586K Buy
10,654
+436
+4% +$22.6K 0.66% 20
2016
Q1 		$553K Buy
10,218
+407
+4% +$20.4K 0.55% 19
2015
Q4 		$453K Buy
9,811
+789
+9% +$35.8K 0.51% 21
2015
Q3 		$408K Sell
9,022
-902
-9% -$41.6K 0.46% 22
2015
Q2 		$463K Buy
9,924
+471
+5% +$23.1K 0.61% 19
2015
Q1 		$475K Buy
9,453
+598
+7% +$28.9K 0.64% 15
2014
Q4 		$406K Buy
+8,855
New +$433K 0.6% 20

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New England Professional Planning Group's VZ Position: Q3 2021 in Review

New England Professional Planning Group sold out of Verizon (VZ) in Q3 2021, closing a stake of 3,620 shares — an estimated $202K sold.

New England Professional Planning Group first reported a position in VZ in Q4 2014 and held it in 18 quarters. The position peaked at $586K in Q2 2016. 2,784 funds tracked by Wall St. Rank hold VZ as of Q3 2021.

  • New England Professional Planning Group reported no remaining Verizon position as of Q3 2021 after selling out during the quarter.
  • New England Professional Planning Group sold 3,620 Verizon shares in Q3 2021, an estimated $202K.
  • New England Professional Planning Group first reported a position in Verizon in Q4 2014 and held it in 18 quarters.
  • New England Professional Planning Group's Verizon position peaked at $586K in Q2 2016.
  • 2,784 funds tracked by Wall St. Rank held Verizon as of Q3 2021.

Based on New England Professional Planning Group's 13F filing for Q3 2021, filed 5 Nov 2021.