NFP
VZ icon

Novak Financial Planning’s Verizon VZ Stock Holding History

Novak Financial Planning’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 		$976K Buy
17,416
+28
+0.2% +$1.61K 0.48% 65
2021
Q1 		$1.01M Buy
17,388
+425
+3% +$24K 0.56% 60
2020
Q4 		$997K Buy
+16,963
New +$1.01M 0.59% 52

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Novak Financial Planning's VZ Position: Q2 2021 in Review

Novak Financial Planning increased its Verizon (VZ) stake by 0.16% in Q2 2021, buying an estimated $1.61K and bringing the position to 17,416 shares worth $976K. The position accounts for 0.48% of the portfolio, ranked #65.

Novak Financial Planning first reported a position in VZ in Q4 2020 and has held it in 3 quarters since. The position peaked at $1.01M in Q1 2021. 2,815 funds tracked by Wall St. Rank hold VZ as of Q2 2021.

  • Novak Financial Planning held 17,416 shares of Verizon worth $976K as of Q2 2021.
  • Novak Financial Planning bought 28 Verizon shares in Q2 2021, an estimated $1.61K.
  • Verizon made up 0.48% of Novak Financial Planning's portfolio in Q2 2021, its #65 holding.
  • Novak Financial Planning first reported a position in Verizon in Q4 2020 and has held it in 3 quarters since.
  • Novak Financial Planning's Verizon position peaked at $1.01M in Q1 2021.
  • 2,815 funds tracked by Wall St. Rank held Verizon as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.