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Next Financial Group’s Verizon VZ Stock Holding History

Next 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
2021
Q4 		$4.35M Buy
83,690
+22,965
+38% +$1.2M 0.29% 69
2021
Q3 		$3.28M Buy
60,725
+6,854
+13% +$379K 0.26% 84
2021
Q2 		$3.02M Buy
53,871
+84
+0.2% +$4.82K 0.24% 88
2021
Q1 		$3.13M Sell
53,787
-5,025
-9% -$284K 0.28% 75
2020
Q4 		$3.46M Buy
58,812
+6,361
+12% +$378K 0.33% 69
2020
Q3 		$3.12M Buy
52,451
+3,001
+6% +$174K 0.34% 71
2020
Q2 		$2.73M Sell
49,450
-1,039
-2% -$58.4K 0.32% 80
2020
Q1 		$2.71M Buy
50,489
+2,215
+5% +$127K 0.35% 59
2019
Q4 		$2.96M Sell
48,274
-4,858
-9% -$293K 0.31% 75
2019
Q3 		$3.21M Buy
53,132
+2,466
+5% +$142K 0.35% 59
2019
Q2 		$2.9M Buy
50,666
+29,797
+143% +$1.72M 0.31% 69
2019
Q1 		$1.23M Sell
20,869
-42,423
-67% -$2.4M 0.31% 39
2018
Q4 		$3.56M Buy
63,292
+18,536
+41% +$1.05M 0.74% 18
2018
Q3 		$2.39M Sell
44,756
-7,252
-14% -$384K 1.11% 14
2018
Q2 		$2.62M Sell
52,008
-21,070
-29% -$1.02M 1% 18
2018
Q1 		$3.5M Buy
73,078
+17,247
+31% +$867K 0.74% 26
2017
Q4 		$2.96M Sell
55,831
-13,598
-20% -$669K 1.26% 12
2017
Q3 		$3.32M Sell
69,429
-16,696
-19% -$786K 0.92% 12
2017
Q2 		$3.85M Buy
86,125
+3,165
+4% +$147K 0.94% 12
2017
Q1 		$3.81M Sell
82,960
-21,508
-21% -$1.08M 1.06% 10
2016
Q4 		$5.58M Buy
104,468
+6,649
+7% +$332K 0.98% 12
2016
Q3 		$5.08M Buy
97,819
+33,286
+52% +$1.79M 0.92% 15
2016
Q2 		$3.6M Buy
64,533
+3,196
+5% +$166K 1.14% 12
2016
Q1 		$3.32M Sell
61,337
-4,804
-7% -$240K 1.17% 11
2015
Q4 		$3.06M Sell
66,141
-6,287
-9% -$285K 1.14% 9
2015
Q3 		$3.15M Buy
72,428
+388
+0.5% +$17.9K 1.13% 11
2015
Q2 		$3.36M Sell
72,040
-1,587
-2% -$77.7K 1.16% 5
2015
Q1 		$3.58M Buy
73,627
+2,067
+3% +$99.8K 1.15% 6
2014
Q4 		$3.35M Sell
71,560
-42,200
-37% -$2.06M 1.11% 8
2014
Q3 		$5.69M Buy
113,760
+112,769
+11,379% +$5.61M 1.13% 7
2014
Q2 		$48K Buy
+991
New +$48K 0.03% 353

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

Next Financial Group's VZ Position: Q4 2021 in Review

Next Financial Group increased its Verizon (VZ) stake by 38% in Q4 2021, buying an estimated $1.2M and bringing the position to 83,690 shares worth $4.35M. The position accounts for 0.29% of the portfolio, ranked #69.

Next Financial Group first reported a position in VZ in Q2 2014 and has held it in 31 quarters since. The position peaked at $5.69M in Q3 2014. 3,012 funds tracked by Wall St. Rank hold VZ as of Q4 2021.

  • Next Financial Group held 83,690 shares of Verizon worth $4.35M as of Q4 2021.
  • Next Financial Group bought 22,965 Verizon shares in Q4 2021, an estimated $1.2M.
  • Verizon made up 0.29% of Next Financial Group's portfolio in Q4 2021, its #69 holding.
  • Next Financial Group first reported a position in Verizon in Q2 2014 and has held it in 31 quarters since.
  • Next Financial Group's Verizon position peaked at $5.69M in Q3 2014.
  • 3,012 funds tracked by Wall St. Rank held Verizon as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.