Ovata Capital Management’s Verizon VZ Stock Holding History

Ovata Capital 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 Q3	–	Sell	-4,430	Closed	-$244K	–	183
2020 Q2	$244K	Buy	+4,430	New	+$249K	0.07%	53

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Ovata Capital Management's VZ Position: Q3 2020 in Review

Ovata Capital Management sold out of Verizon (VZ) in Q3 2020, closing a stake of 4,430 shares — an estimated $244K sold.

Ovata Capital Management first reported a position in VZ in Q2 2020 and held it in 1 quarter. The position peaked at $244K in Q2 2020. 2,627 funds tracked by Wall St. Rank hold VZ as of Q3 2020.

Ovata Capital Management reported no remaining Verizon position as of Q3 2020 after selling out during the quarter.
Ovata Capital Management sold 4,430 Verizon shares in Q3 2020, an estimated $244K.
Ovata Capital Management first reported a position in Verizon in Q2 2020 and held it in 1 quarter.
Ovata Capital Management's Verizon position peaked at $244K in Q2 2020.
2,627 funds tracked by Wall St. Rank held Verizon as of Q3 2020.

Based on Ovata Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.