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PRW Wealth Management’s Verizon VZ Stock Holding History

PRW 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
2021
Q3 		– Sell
-34,254
Closed -$1.92M – 291
2021
Q2 		$1.92M Buy
+34,254
New +$1.97M 0.56% 50
2019
Q2 		– Sell
-782
Closed -$46K – 667
2019
Q1 		$46K Hold
782
– – 0.04% 149
2018
Q4 		$44K Buy
+782
New +$44.4K 0.05% 145

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

PRW Wealth Management's VZ Position: Q3 2021 in Review

PRW Wealth Management sold out of Verizon (VZ) in Q3 2021, closing a stake of 34,254 shares — an estimated $1.92M sold.

PRW Wealth Management first reported a position in VZ in Q4 2018 and held it in 3 quarters. The position peaked at $1.92M in Q2 2021. 2,784 funds tracked by Wall St. Rank hold VZ as of Q3 2021.

  • PRW Wealth Management reported no remaining Verizon position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 34,254 Verizon shares in Q3 2021, an estimated $1.92M.
  • PRW Wealth Management first reported a position in Verizon in Q4 2018 and held it in 3 quarters.
  • PRW Wealth Management's Verizon position peaked at $1.92M in Q2 2021.
  • 2,784 funds tracked by Wall St. Rank held Verizon as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.