Planning Directions’s Verizon VZ Stock Holding History

Planning Directions’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 Q2	–	Sell	-19,020	Closed	-$1.02M	–	102
2020 Q1	$1.02M	Buy	+19,020	New	+$1.09M	1.43%	20

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Planning Directions's VZ Position: Q2 2020 in Review

Planning Directions sold out of Verizon (VZ) in Q2 2020, closing a stake of 19,020 shares — an estimated $1.02M sold.

Planning Directions first reported a position in VZ in Q1 2020 and held it in 1 quarter. The position peaked at $1.02M in Q1 2020. 2,621 funds tracked by Wall St. Rank hold VZ as of Q2 2020.

Planning Directions reported no remaining Verizon position as of Q2 2020 after selling out during the quarter.
Planning Directions sold 19,020 Verizon shares in Q2 2020, an estimated $1.02M.
Planning Directions first reported a position in Verizon in Q1 2020 and held it in 1 quarter.
Planning Directions's Verizon position peaked at $1.02M in Q1 2020.
2,621 funds tracked by Wall St. Rank held Verizon as of Q2 2020.

Based on Planning Directions's 13F filing for Q2 2020, filed 21 Jul 2020.