Orgel Wealth Management’s Verizon VZ Stock Holding History

Orgel 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
2020 Q4	–	Sell	-4,129	Closed	-$246K	–	54
2020 Q3	$246K	Buy	+4,129	New	+$240K	0.07%	41

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Orgel Wealth Management's VZ Position: Q4 2020 in Review

Orgel Wealth Management sold out of Verizon (VZ) in Q4 2020, closing a stake of 4,129 shares — an estimated $246K sold.

Orgel Wealth Management first reported a position in VZ in Q3 2020 and held it in 1 quarter. The position peaked at $246K in Q3 2020. 2,836 funds tracked by Wall St. Rank hold VZ as of Q4 2020.

Orgel Wealth Management reported no remaining Verizon position as of Q4 2020 after selling out during the quarter.
Orgel Wealth Management sold 4,129 Verizon shares in Q4 2020, an estimated $246K.
Orgel Wealth Management first reported a position in Verizon in Q3 2020 and held it in 1 quarter.
Orgel Wealth Management's Verizon position peaked at $246K in Q3 2020.
2,836 funds tracked by Wall St. Rank held Verizon as of Q4 2020.

Based on Orgel Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.