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Professional Planning’s Verizon VZ Stock Holding History

Professional Planning’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 		$359K Sell
6,661
-5,527
-45% -$306K 0.17% 88
2021
Q2 		$682K Sell
12,188
-5,444
-31% -$312K 0.31% 59
2021
Q1 		$1.02M Sell
17,632
-13,898
-44% -$784K 0.5% 40
2020
Q4 		$1.85M Sell
31,530
-1,688
-5% -$100K 0.75% 27
2020
Q3 		$1.98M Sell
33,218
-1,270
-4% -$73.8K 1.51% 16
2020
Q2 		$1.9M Sell
34,488
-2,259
-6% -$127K 1.01% 18
2020
Q1 		$1.97M Sell
36,747
-4,874
-12% -$279K 2.29% 15
2019
Q4 		$2.56M Sell
41,621
-76
-0.2% -$4.58K 2.21% 16
2019
Q3 		$2.52M Sell
41,697
-198
-0.5% -$11.4K 2.67% 13
2019
Q2 		$2.39M Sell
41,895
-173
-0.4% -$9.97K 2.82% 15
2019
Q1 		$2.49M Buy
42,068
+2,809
+7% +$159K 3.04% 12
2018
Q4 		$2.21M Buy
39,259
+17,922
+84% +$1.02M 3.01% 13
2018
Q3 		$1.14M Buy
+21,337
New +$1.13M 1.59% 14

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

Professional Planning's VZ Position: Q3 2021 in Review

Professional Planning reduced its Verizon (VZ) stake by 45% in Q3 2021, selling an estimated $306K and leaving 6,661 shares worth $359K. The position accounts for 0.17% of the portfolio, ranked #88.

Professional Planning first reported a position in VZ in Q3 2018 and has held it in 13 quarters since. The position peaked at $2.56M in Q4 2019. 2,784 funds tracked by Wall St. Rank hold VZ as of Q3 2021.

  • Professional Planning held 6,661 shares of Verizon worth $359K as of Q3 2021.
  • Professional Planning sold 5,527 Verizon shares in Q3 2021, an estimated $306K.
  • Verizon made up 0.17% of Professional Planning's portfolio in Q3 2021, its #88 holding.
  • Professional Planning first reported a position in Verizon in Q3 2018 and has held it in 13 quarters since.
  • Professional Planning's Verizon position peaked at $2.56M in Q4 2019.
  • 2,784 funds tracked by Wall St. Rank held Verizon as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.