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Planning Solutions Group’s Verizon VZ Stock Holding History

Planning Solutions Group’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
2019
Q2 		$824K Buy
14,415
+850
+6% +$49K 0.42% 46
2019
Q1 		$802K Buy
13,565
+941
+7% +$53.3K 0.43% 46
2018
Q4 		$710K Buy
+12,624
New +$716K 0.43% 47

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Planning Solutions Group's VZ Position: Q2 2019 in Review

Planning Solutions Group increased its Verizon (VZ) stake by 6.3% in Q2 2019, buying an estimated $49K and bringing the position to 14,415 shares worth $824K. The position accounts for 0.42% of the portfolio, ranked #46.

Planning Solutions Group first reported a position in VZ in Q4 2018 and has held it in 3 quarters since. 2,373 funds tracked by Wall St. Rank hold VZ as of Q2 2019.

  • Planning Solutions Group held 14,415 shares of Verizon worth $824K as of Q2 2019.
  • Planning Solutions Group bought 850 Verizon shares in Q2 2019, an estimated $49K.
  • Verizon made up 0.42% of Planning Solutions Group's portfolio in Q2 2019, its #46 holding.
  • Planning Solutions Group first reported a position in Verizon in Q4 2018 and has held it in 3 quarters since.
  • 2,373 funds tracked by Wall St. Rank held Verizon as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.