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Oak Point Wealth Management’s Verizon VZ Stock Holding History

Oak Point Wealth Management’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
2018
Q1 		$81K Sell
1,725
-7,279
-81% -$366K 0.08% 104
2017
Q4 		$476K Buy
+9,004
New +$443K 0.47% 58

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oak Point Wealth Management's VZ Position: Q1 2018 in Review

Oak Point Wealth Management reduced its Verizon (VZ) stake by 81% in Q1 2018, selling an estimated $366K and leaving 1,725 shares worth $81K. The position accounts for 0.08% of the portfolio, ranked #104.

Oak Point Wealth Management first reported a position in VZ in Q4 2017 and has held it in 2 quarters since. The position peaked at $476K in Q4 2017. 2,123 funds tracked by Wall St. Rank hold VZ as of Q1 2018.

  • Oak Point Wealth Management held 1,725 shares of Verizon worth $81K as of Q1 2018.
  • Oak Point Wealth Management sold 7,279 Verizon shares in Q1 2018, an estimated $366K.
  • Verizon made up 0.08% of Oak Point Wealth Management's portfolio in Q1 2018, its #104 holding.
  • Oak Point Wealth Management first reported a position in Verizon in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's Verizon position peaked at $476K in Q4 2017.
  • 2,123 funds tracked by Wall St. Rank held Verizon as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.