RBA Wealth Management’s Verizon VZ Stock Holding History

RBA 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 Q1	–	Sell	-3,784	Closed	-$222K	–	277
2020 Q4	$222K	Sell	3,784 -308	-8%	-$18.3K	0.13%	96
2020 Q3	$243K	Buy	+4,092	New	+$238K	0.16%	96
2020 Q1	–	Sell	-3,762	Closed	-$230K	–	110
2019 Q4	$230K	Hold	3,762	–	–	0.16%	94
2019 Q3	$227K	Hold	3,762	–	–	0.17%	89
2019 Q2	$215K	Sell	3,762 -150	-4%	-$8.64K	0.17%	82
2019 Q1	$229K	Buy	+3,912	New	+$222K	0.18%	74

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

RBA Wealth Management's VZ Position: Q1 2021 in Review

RBA Wealth Management sold out of Verizon (VZ) in Q1 2021, closing a stake of 3,784 shares — an estimated $222K sold.

RBA Wealth Management first reported a position in VZ in Q1 2019 and held it in 6 quarters. The position peaked at $243K in Q3 2020. 2,840 funds tracked by Wall St. Rank hold VZ as of Q1 2021.

RBA Wealth Management reported no remaining Verizon position as of Q1 2021 after selling out during the quarter.
RBA Wealth Management sold 3,784 Verizon shares in Q1 2021, an estimated $222K.
RBA Wealth Management first reported a position in Verizon in Q1 2019 and held it in 6 quarters.
RBA Wealth Management's Verizon position peaked at $243K in Q3 2020.
2,840 funds tracked by Wall St. Rank held Verizon as of Q1 2021.

Based on RBA Wealth Management's 13F filing for Q1 2021, filed 14 Apr 2021.