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Rothschild & Co Wealth Management (UK)’s Verizon VZ Stock Holding History

Rothschild & Co Wealth Management (UK)’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
2019
Q3 		– Sell
-1,474
Closed -$84K – 66
2019
Q2 		$84K Buy
+1,474
New +$84.9K ﹤0.01% 49
2014
Q2 		– Sell
-1,709
Closed -$81K – 75
2014
Q1 		$81K Buy
+1,709
New +$80.8K 0.01% 51

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Rothschild & Co Wealth Management (UK)'s VZ Position: Q3 2019 in Review

Rothschild & Co Wealth Management (UK) sold out of Verizon (VZ) in Q3 2019, closing a stake of 1,474 shares — an estimated $84K sold.

Rothschild & Co Wealth Management (UK) first reported a position in VZ in Q1 2014 and held it in 2 quarters. The position peaked at $84K in Q2 2019. 2,402 funds tracked by Wall St. Rank hold VZ as of Q3 2019.

  • Rothschild & Co Wealth Management (UK) reported no remaining Verizon position as of Q3 2019 after selling out during the quarter.
  • Rothschild & Co Wealth Management (UK) sold 1,474 Verizon shares in Q3 2019, an estimated $84K.
  • Rothschild & Co Wealth Management (UK) first reported a position in Verizon in Q1 2014 and held it in 2 quarters.
  • Rothschild & Co Wealth Management (UK)'s Verizon position peaked at $84K in Q2 2019.
  • 2,402 funds tracked by Wall St. Rank held Verizon as of Q3 2019.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q3 2019, filed 2 Dec 2019.