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Omnia Family Wealth’s Verizon VZ Stock Holding History

Omnia Family Wealth’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
Q1 		– Sell
-5,434
Closed -$319K – 77
2020
Q4 		$319K Sell
5,434
-4,780
-47% -$284K 0.29% 55
2020
Q3 		$608K Buy
10,214
+113
+1% +$6.57K 0.58% 31
2020
Q2 		$557K Buy
10,101
+431
+4% +$24.2K 0.55% 31
2020
Q1 		$520K Sell
9,670
-836
-8% -$47.8K 0.54% 35
2019
Q4 		$645K Buy
10,506
+2,707
+35% +$163K 0.3% 46
2019
Q3 		$471K Sell
7,799
-307
-4% -$17.7K 0.34% 46
2019
Q2 		$463K Sell
8,106
-886
-10% -$51.1K 0.23% 48
2019
Q1 		$532K Sell
8,992
-2,516
-22% -$142K 0.26% 45
2018
Q4 		$647K Buy
11,508
+605
+6% +$34.3K 0.35% 36
2018
Q3 		$582K Buy
10,903
+190
+2% +$10.1K 0.27% 41
2018
Q2 		$539K Buy
10,713
+3,126
+41% +$151K 0.25% 42
2018
Q1 		$363K Sell
7,587
-1,030
-12% -$51.8K 0.17% 51
2017
Q4 		$456K Buy
8,617
+1,096
+15% +$53.9K 0.21% 46
2017
Q3 		$372K Buy
7,521
+234
+3% +$11K 0.18% 50
2017
Q2 		$325K Sell
7,287
-3,726
-34% -$174K 0.16% 53
2017
Q1 		$537K Buy
11,013
+2,210
+25% +$111K 0.26% 38
2016
Q4 		$470K Buy
+8,803
New +$440K 0.23% 44

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

Omnia Family Wealth's VZ Position: Q1 2021 in Review

Omnia Family Wealth sold out of Verizon (VZ) in Q1 2021, closing a stake of 5,434 shares — an estimated $319K sold.

Omnia Family Wealth first reported a position in VZ in Q4 2016 and held it in 17 quarters. The position peaked at $647K in Q4 2018. 2,841 funds tracked by Wall St. Rank hold VZ as of Q1 2021.

  • Omnia Family Wealth reported no remaining Verizon position as of Q1 2021 after selling out during the quarter.
  • Omnia Family Wealth sold 5,434 Verizon shares in Q1 2021, an estimated $319K.
  • Omnia Family Wealth first reported a position in Verizon in Q4 2016 and held it in 17 quarters.
  • Omnia Family Wealth's Verizon position peaked at $647K in Q4 2018.
  • 2,841 funds tracked by Wall St. Rank held Verizon as of Q1 2021.

Based on Omnia Family Wealth's 13F filing for Q1 2021, filed 12 May 2021.