Resource Planning Group’s Verizon VZ Stock Holding History

Resource Planning Group’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 Q4	–	Sell	-5,817	Closed	-$314K	–	89
2021 Q3	$314K	Sell	5,817 -275	-5%	-$15.2K	0.2%	63
2021 Q2	$341K	Buy	+6,092	New	+$350K	0.2%	57

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Resource Planning Group's VZ Position: Q4 2021 in Review

Resource Planning Group sold out of Verizon (VZ) in Q4 2021, closing a stake of 5,817 shares — an estimated $314K sold.

Resource Planning Group first reported a position in VZ in Q2 2021 and held it in 2 quarters. The position peaked at $341K in Q2 2021. 3,012 funds tracked by Wall St. Rank hold VZ as of Q4 2021.

Resource Planning Group reported no remaining Verizon position as of Q4 2021 after selling out during the quarter.
Resource Planning Group sold 5,817 Verizon shares in Q4 2021, an estimated $314K.
Resource Planning Group first reported a position in Verizon in Q2 2021 and held it in 2 quarters.
Resource Planning Group's Verizon position peaked at $341K in Q2 2021.
3,012 funds tracked by Wall St. Rank held Verizon as of Q4 2021.

Based on Resource Planning Group's 13F filing for Q4 2021, filed 12 Jan 2022.