Newfound Research’s Verizon VZ Stock Holding History

Newfound Research’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 Q2	–	Sell	-668	Closed	-$39K	–	128
2021 Q1	$39K	Sell	668 -1,318	-66%	-$74.4K	0.09%	118
2020 Q4	$117K	Buy	+1,986	New	+$118K	0.3%	63

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Newfound Research's VZ Position: Q2 2021 in Review

Newfound Research sold out of Verizon (VZ) in Q2 2021, closing a stake of 668 shares — an estimated $39K sold.

Newfound Research first reported a position in VZ in Q4 2020 and held it in 2 quarters. The position peaked at $117K in Q4 2020. 2,815 funds tracked by Wall St. Rank hold VZ as of Q2 2021.

Newfound Research reported no remaining Verizon position as of Q2 2021 after selling out during the quarter.
Newfound Research sold 668 Verizon shares in Q2 2021, an estimated $39K.
Newfound Research first reported a position in Verizon in Q4 2020 and held it in 2 quarters.
Newfound Research's Verizon position peaked at $117K in Q4 2020.
2,815 funds tracked by Wall St. Rank held Verizon as of Q2 2021.

Based on Newfound Research's 13F filing for Q2 2021, filed 19 Jul 2021.