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Point View Wealth Management’s Verizon VZ Stock Holding History

Point View Wealth Management’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
Q4 		$2.18M Buy
37,042
+492
+1% +$29.2K 0.88% 26
2020
Q3 		$2.17M Buy
36,550
+53
+0.1% +$3.08K 1.03% 20
2020
Q2 		$2.01M Sell
36,497
-322
-0.9% -$18.1K 0.97% 20
2020
Q1 		$1.98M Buy
36,819
+1,940
+6% +$111K 1.08% 17
2019
Q4 		$2.14M Buy
34,879
+2
+0% +$121 0.89% 26
2019
Q3 		$2.1M Buy
34,877
+1,546
+5% +$89K 0.95% 23
2019
Q2 		$1.9M Buy
33,331
+1,963
+6% +$113K 0.81% 38
2019
Q1 		$1.85M Buy
31,368
+1,536
+5% +$87K 0.82% 31
2018
Q4 		$1.68M Sell
29,832
-613
-2% -$34.8K 0.85% 30
2018
Q3 		$1.63M Buy
30,445
+1,537
+5% +$81.4K 0.72% 39
2018
Q2 		$1.45M Buy
28,908
+1,783
+7% +$86.3K 0.68% 46
2018
Q1 		$1.3M Sell
27,125
-1,108
-4% -$55.7K 0.62% 47
2017
Q4 		$1.49M Sell
28,233
-2,293
-8% -$113K 0.71% 40
2017
Q3 		$1.51M Sell
30,526
-94
-0.3% -$4.42K 0.73% 36
2017
Q2 		$1.37M Buy
30,620
+1,329
+5% +$61.9K 0.67% 40
2017
Q1 		$1.43M Buy
29,291
+2,721
+10% +$137K 0.74% 38
2016
Q4 		$1.42M Sell
26,570
-401
-1% -$20K 0.82% 28
2016
Q3 		$1.4M Sell
26,971
-40
-0.1% -$2.15K 0.83% 32
2016
Q2 		$1.51M Buy
27,011
+744
+3% +$38.6K 0.91% 28
2016
Q1 		$1.42M Buy
26,267
+5,490
+26% +$275K 0.91% 27
2015
Q4 		$960K Buy
20,777
+4,139
+25% +$188K 0.69% 42
2015
Q3 		$724K Buy
16,638
+258
+2% +$11.9K 0.58% 62
2015
Q2 		$763K Sell
16,380
-204
-1% -$9.99K 0.59% 58
2015
Q1 		$806K Buy
16,584
+619
+4% +$29.9K 0.62% 56
2014
Q4 		$747K Sell
15,965
-957
-6% -$46.8K 0.56% 55
2014
Q3 		$846K Sell
16,922
-871
-5% -$43.3K 0.72% 41
2014
Q2 		$871K Sell
17,793
-2,102
-11% -$102K 0.76% 44
2014
Q1 		$946K Buy
19,895
+10,390
+109% +$491K 0.86% 37
2013
Q4 		$467K Buy
+9,505
New +$467K 0.44% 81

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Point View Wealth Management's VZ Position: Q4 2020 in Review

Point View Wealth Management increased its Verizon (VZ) stake by 1.3% in Q4 2020, buying an estimated $29.2K and bringing the position to 37,042 shares worth $2.18M. The position accounts for 0.88% of the portfolio, ranked #26.

Point View Wealth Management first reported a position in VZ in Q4 2013 and has held it in 29 quarters since. 2,835 funds tracked by Wall St. Rank hold VZ as of Q4 2020.

  • Point View Wealth Management held 37,042 shares of Verizon worth $2.18M as of Q4 2020.
  • Point View Wealth Management bought 492 Verizon shares in Q4 2020, an estimated $29.2K.
  • Verizon made up 0.88% of Point View Wealth Management's portfolio in Q4 2020, its #26 holding.
  • Point View Wealth Management first reported a position in Verizon in Q4 2013 and has held it in 29 quarters since.
  • 2,835 funds tracked by Wall St. Rank held Verizon as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.