Partnervest Advisory Services’s Verizon VZ Stock Holding History

Partnervest Advisory Services’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	$1.2M	Buy	20,209 +2,749	+16%	+$160K	0.38%	53
2020 Q2	$963K	Buy	17,460 +2,438	+16%	+$137K	0.36%	54
2020 Q1	$807K	Buy	15,022 +4,192	+39%	+$240K	0.36%	56
2019 Q4	$665K	Sell	10,830 -1,818	-14%	-$110K	0.24%	74
2019 Q3	$763K	Buy	12,648 +2,105	+20%	+$121K	0.27%	74
2019 Q2	$603K	Sell	10,543 -299	-3%	-$17.2K	0.24%	77
2019 Q1	$641K	Sell	10,842 -13,025	-55%	-$738K	0.27%	75
2018 Q4	$1.34M	Buy	23,867 +1,096	+5%	+$62.2K	0.65%	29
2018 Q3	$1.22M	Buy	22,771 +2,219	+11%	+$117K	0.48%	42
2018 Q2	$1.03M	Buy	20,552 +401	+2%	+$19.4K	0.48%	44
2018 Q1	$964K	Buy	20,151 +6,724	+50%	+$338K	0.46%	47
2017 Q4	$711K	Buy	13,427 +892	+7%	+$43.9K	0.35%	63
2017 Q3	$620K	Buy	12,535 +15	+0.1%	+$706	0.3%	73
2017 Q2	$559K	Buy	12,520 +200	+2%	+$9.32K	0.25%	82
2017 Q1	$601K	Buy	12,320 +829	+7%	+$41.6K	0.27%	78
2016 Q4	$613K	Sell	11,491 -5,293	-32%	-$265K	0.28%	76
2016 Q3	$872K	Buy	16,784 +773	+5%	+$41.5K	0.41%	49
2016 Q2	$894K	Buy	16,011 +1,026	+7%	+$53.2K	0.44%	39
2016 Q1	$810K	Buy	14,985 +4,155	+38%	+$208K	0.42%	43
2015 Q4	$501K	Buy	10,830 +1,002	+10%	+$45.5K	0.28%	78
2015 Q3	$428K	Sell	9,828 -2,366	-19%	-$109K	0.24%	83
2015 Q2	$568K	Buy	12,194 +6,775	+125%	+$332K	0.28%	63
2015 Q1	$264K	Buy	5,419 +52	+1%	+$2.51K	0.14%	124
2014 Q4	$251K	Buy	5,367 +266	+5%	+$13K	0.12%	123
2014 Q3	$255K	Buy	5,101 +1,751	+52%	+$87K	0.13%	125
2014 Q2	$164K	Buy	3,350 +370	+12%	+$17.9K	0.07%	174
2014 Q1	$142K	Buy	2,980 +383	+15%	+$18.1K	0.06%	186
2013 Q4	$128K	Sell	2,597 -586	-18%	-$28.8K	0.06%	193
2013 Q3	$149K	Sell	3,183 -1,476	-32%	-$72.1K	0.08%	150
2013 Q2	$235K	Buy	+4,659	New	+$238K	0.11%	85

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Partnervest Advisory Services's VZ Position: Q3 2020 in Review

Partnervest Advisory Services increased its Verizon (VZ) stake by 16% in Q3 2020, buying an estimated $160K and bringing the position to 20,209 shares worth $1.2M. The position accounts for 0.38% of the portfolio, ranked #53.

Partnervest Advisory Services first reported a position in VZ in Q2 2013 and has held it in 30 quarters since. The position peaked at $1.34M in Q4 2018. 2,626 funds tracked by Wall St. Rank hold VZ as of Q3 2020.

Partnervest Advisory Services held 20,209 shares of Verizon worth $1.2M as of Q3 2020.
Partnervest Advisory Services bought 2,749 Verizon shares in Q3 2020, an estimated $160K.
Verizon made up 0.38% of Partnervest Advisory Services's portfolio in Q3 2020, its #53 holding.
Partnervest Advisory Services first reported a position in Verizon in Q2 2013 and has held it in 30 quarters since.
Partnervest Advisory Services's Verizon position peaked at $1.34M in Q4 2018.
2,626 funds tracked by Wall St. Rank held Verizon as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.