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Paragon Wealth Strategies’s Verizon VZ Stock Holding History

Paragon Wealth Strategies’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
Q3 		– Sell
-338
Closed -$19K – 277
2021
Q2 		$19K Buy
+338
New +$19.4K 0.01% 140
2020
Q1 		– Sell
-10,815
Closed -$664K – 47
2019
Q4 		$664K Buy
10,815
+1,001
+10% +$60.4K 0.33% 29
2019
Q3 		$592K Buy
9,814
+2,276
+30% +$131K 0.32% 27
2019
Q2 		$431K Buy
7,538
+3,404
+82% +$196K 0.23% 28
2019
Q1 		$244K Buy
+4,134
New +$234K 0.14% 45

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paragon Wealth Strategies's VZ Position: Q3 2021 in Review

Paragon Wealth Strategies sold out of Verizon (VZ) in Q3 2021, closing a stake of 338 shares — an estimated $19K sold.

Paragon Wealth Strategies first reported a position in VZ in Q1 2019 and held it in 5 quarters. The position peaked at $664K in Q4 2019. 2,784 funds tracked by Wall St. Rank hold VZ as of Q3 2021.

  • Paragon Wealth Strategies reported no remaining Verizon position as of Q3 2021 after selling out during the quarter.
  • Paragon Wealth Strategies sold 338 Verizon shares in Q3 2021, an estimated $19K.
  • Paragon Wealth Strategies first reported a position in Verizon in Q1 2019 and held it in 5 quarters.
  • Paragon Wealth Strategies's Verizon position peaked at $664K in Q4 2019.
  • 2,784 funds tracked by Wall St. Rank held Verizon as of Q3 2021.

Based on Paragon Wealth Strategies's 13F filing for Q3 2021, filed 29 Oct 2021.