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Peachtree Investment Advisors’s Verizon VZ Stock Holding History

Peachtree Investment Advisors’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
2018
Q4 		$1.63M Buy
28,979
+1,240
+4% +$70.4K 1.26% 26
2018
Q3 		$1.48M Sell
27,739
-150
-0.5% -$7.94K 1.01% 26
2018
Q2 		$1.4M Buy
27,889
+563
+2% +$27.3K 1.02% 25
2018
Q1 		$1.31M Buy
27,326
+690
+3% +$34.7K 0.98% 27
2017
Q4 		$1.41M Buy
26,636
+525
+2% +$25.8K 1.08% 25
2017
Q3 		$1.29M Buy
26,111
+1,275
+5% +$60K 1.11% 24
2017
Q2 		$1.11M Buy
24,836
+3,075
+14% +$143K 0.95% 30
2017
Q1 		$1.06M Sell
21,761
-338
-2% -$17K 0.97% 32
2016
Q4 		$1.18M Sell
22,099
-4,803
-18% -$240K 1.16% 28
2016
Q3 		$1.4M Buy
26,902
+175
+0.7% +$9.39K 1.37% 27
2016
Q2 		$1.49M Sell
26,727
-295
-1% -$15.3K 1.52% 22
2016
Q1 		$1.46M Buy
27,022
+453
+2% +$22.7K 1.47% 24
2015
Q4 		$1.23M Sell
26,569
-996
-4% -$45.2K 1.29% 28
2015
Q3 		$1.2M Buy
27,565
+745
+3% +$34.4K 1.24% 24
2015
Q2 		$1.25M Buy
26,820
+2,645
+11% +$129K 0.93% 31
2015
Q1 		$1.18M Buy
24,175
+4,228
+21% +$204K 0.84% 33
2014
Q4 		$933K Buy
19,947
+1,493
+8% +$73K 0.63% 43
2014
Q3 		$923K Buy
18,454
+900
+5% +$44.7K 0.62% 44
2014
Q2 		$859K Sell
17,554
-351
-2% -$17K 0.57% 48
2014
Q1 		$852K Buy
17,905
+1,574
+10% +$74.4K 0.58% 49
2013
Q4 		$803K Buy
+16,331
New +$803K 0.55% 53

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Peachtree Investment Advisors's VZ Position: Q4 2018 in Review

Peachtree Investment Advisors increased its Verizon (VZ) stake by 4.5% in Q4 2018, buying an estimated $70.4K and bringing the position to 28,979 shares worth $1.63M. The position accounts for 1.26% of the portfolio, ranked #26.

Peachtree Investment Advisors first reported a position in VZ in Q4 2013 and has held it in 21 quarters since. 2,368 funds tracked by Wall St. Rank hold VZ as of Q4 2018.

  • Peachtree Investment Advisors held 28,979 shares of Verizon worth $1.63M as of Q4 2018.
  • Peachtree Investment Advisors bought 1,240 Verizon shares in Q4 2018, an estimated $70.4K.
  • Verizon made up 1.26% of Peachtree Investment Advisors's portfolio in Q4 2018, its #26 holding.
  • Peachtree Investment Advisors first reported a position in Verizon in Q4 2013 and has held it in 21 quarters since.
  • 2,368 funds tracked by Wall St. Rank held Verizon as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.