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Private Wealth Advisors (Pennsylvania)’s Verizon VZ Stock Holding History

Private Wealth Advisors (Pennsylvania)’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 		$3.99M Buy
67,963
+2,592
+4% +$154K 2.28% 10
2020
Q3 		$3.89M Buy
65,371
+2,064
+3% +$120K 2.49% 10
2020
Q2 		$3.49M Sell
63,307
-311
-0.5% -$17.5K 2.38% 10
2020
Q1 		$3.62M Buy
63,618
+1,950
+3% +$112K 2.74% 10
2019
Q4 		$3.74M Sell
61,668
-4,129
-6% -$249K 2% 13
2019
Q3 		$3.97M Sell
65,797
-24,609
-27% -$1.42M 2.02% 12
2019
Q2 		$5.17M Buy
90,406
+668
+0.7% +$38.5K 1.83% 15
2019
Q1 		$5.31M Buy
89,738
+1,675
+2% +$94.9K 1.98% 12
2018
Q4 		$4.95M Buy
88,063
+2,807
+3% +$159K 2.15% 10
2018
Q3 		$4.55M Buy
85,256
+992
+1% +$52.5K 1.68% 16
2018
Q2 		$4.24M Sell
84,264
-466
-0.5% -$22.6K 1.69% 14
2018
Q1 		$4.05M Sell
84,730
-1,577
-2% -$79.3K 1.62% 17
2017
Q4 		$4.57M Buy
86,307
+1,624
+2% +$79.9K 1.77% 13
2017
Q3 		$4.19M Buy
84,683
+819
+1% +$38.5K 1.72% 15
2017
Q2 		$3.75M Buy
83,864
+8,992
+12% +$419K 1.6% 18
2017
Q1 		$3.65M Buy
74,872
+8,051
+12% +$404K 1.64% 18
2016
Q4 		$3.57M Buy
66,821
+10,391
+18% +$519K 1.66% 19
2016
Q3 		$2.93M Buy
56,430
+178
+0.3% +$9.55K 1.39% 20
2016
Q2 		$3.14M Sell
56,252
-612
-1% -$31.7K 1.54% 20
2016
Q1 		$3.08M Buy
56,864
+391
+0.7% +$19.6K 1.64% 18
2015
Q4 		$2.61M Sell
56,473
-5,558
-9% -$252K 1.47% 20
2015
Q3 		$2.7M Sell
62,031
-1,079
-2% -$49.8K 1.35% 18
2015
Q2 		$2.94M Buy
63,110
+626
+1% +$30.6K 1.34% 21
2015
Q1 		$3.04M Buy
62,484
+295
+0.5% +$14.2K 1.42% 20
2014
Q4 		$2.91M Buy
62,189
+20,358
+49% +$996K 1.41% 20
2014
Q3 		$2.09M Buy
41,831
+889
+2% +$44.2K 1.1% 29
2014
Q2 		$2M Buy
40,942
+447
+1% +$21.7K 1.03% 34
2014
Q1 		$1.93M Buy
40,495
+1,017
+3% +$48.1K 1.05% 33
2013
Q4 		$1.94M Sell
39,478
-261
-0.7% -$12.8K 1.06% 32
2013
Q3 		$1.85M Sell
39,739
-127
-0.3% -$6.2K 1.09% 31
2013
Q2 		$2.01M Buy
+39,866
New +$2.03M 1.25% 24

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

Private Wealth Advisors (Pennsylvania)'s VZ Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) increased its Verizon (VZ) stake by 4% in Q4 2020, buying an estimated $154K and bringing the position to 67,963 shares worth $3.99M. The position accounts for 2.28% of the portfolio, ranked #10.

Private Wealth Advisors (Pennsylvania) first reported a position in VZ in Q2 2013 and has held it in 31 quarters since. The position peaked at $5.31M in Q1 2019. 2,835 funds tracked by Wall St. Rank hold VZ as of Q4 2020.

  • Private Wealth Advisors (Pennsylvania) held 67,963 shares of Verizon worth $3.99M as of Q4 2020.
  • Private Wealth Advisors (Pennsylvania) bought 2,592 Verizon shares in Q4 2020, an estimated $154K.
  • Verizon made up 2.28% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #10 holding.
  • Private Wealth Advisors (Pennsylvania) first reported a position in Verizon in Q2 2013 and has held it in 31 quarters since.
  • Private Wealth Advisors (Pennsylvania)'s Verizon position peaked at $5.31M in Q1 2019.
  • 2,835 funds tracked by Wall St. Rank held Verizon as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.