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NewFocus Financial Group’s Verizon VZ Stock Holding History

NewFocus Financial 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
2020
Q4 		$810K Buy
13,791
+6,898
+100% +$410K 0.24% 76
2020
Q3 		$410K Buy
+6,893
New +$400K 0.14% 86

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NewFocus Financial Group's VZ Position: Q4 2020 in Review

NewFocus Financial Group increased its Verizon (VZ) stake by 100% in Q4 2020, buying an estimated $410K and bringing the position to 13,791 shares worth $810K. The position accounts for 0.24% of the portfolio, ranked #76.

NewFocus Financial Group first reported a position in VZ in Q3 2020 and has held it in 2 quarters since. 2,836 funds tracked by Wall St. Rank hold VZ as of Q4 2020.

  • NewFocus Financial Group held 13,791 shares of Verizon worth $810K as of Q4 2020.
  • NewFocus Financial Group bought 6,898 Verizon shares in Q4 2020, an estimated $410K.
  • Verizon made up 0.24% of NewFocus Financial Group's portfolio in Q4 2020, its #76 holding.
  • NewFocus Financial Group first reported a position in Verizon in Q3 2020 and has held it in 2 quarters since.
  • 2,836 funds tracked by Wall St. Rank held Verizon as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.