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Personal Wealth Partners’s Verizon VZ Stock Holding History

Personal Wealth Partners’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
-1,027
Closed -$58K – 390
2021
Q2 		$58K Buy
+1,027
New +$58.9K 0.02% 149
2020
Q1 		– Sell
-809
Closed -$50K – 610
2019
Q4 		$50K Hold
809
– – 0.02% 144
2019
Q3 		$49K Buy
809
+80
+11% +$4.61K 0.02% 148
2019
Q2 		$42K Buy
+729
New +$42K 0.02% 137

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

Personal Wealth Partners's VZ Position: Q3 2021 in Review

Personal Wealth Partners sold out of Verizon (VZ) in Q3 2021, closing a stake of 1,027 shares — an estimated $58K sold.

Personal Wealth Partners first reported a position in VZ in Q2 2019 and held it in 4 quarters. The position peaked at $58K in Q2 2021. 2,784 funds tracked by Wall St. Rank hold VZ as of Q3 2021.

  • Personal Wealth Partners reported no remaining Verizon position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 1,027 Verizon shares in Q3 2021, an estimated $58K.
  • Personal Wealth Partners first reported a position in Verizon in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Verizon position peaked at $58K in Q2 2021.
  • 2,784 funds tracked by Wall St. Rank held Verizon as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.