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Rowland Carmichael Advisors’s Verizon VZ Stock Holding History

Rowland Carmichael Advisors’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
2020
Q4 		$1.22M Buy
20,675
+433
+2% +$25.7K 0.38% 55
2020
Q3 		$1.2M Buy
20,242
+3,414
+20% +$198K 0.47% 49
2020
Q2 		$928K Sell
16,828
-2,009
-11% -$113K 0.39% 61
2020
Q1 		$1.01M Sell
18,837
-255
-1% -$14.6K 0.52% 38
2019
Q4 		$1.17M Buy
19,092
+249
+1% +$15K 0.4% 43
2019
Q3 		$1.14M Buy
18,843
+1,218
+7% +$70.1K 0.39% 53
2019
Q2 		$1.01M Buy
17,625
+765
+5% +$44.1K 0.35% 66
2019
Q1 		$997K Sell
16,860
-1,583
-9% -$89.6K 0.37% 61
2018
Q4 		$1.04M Sell
18,443
-2,205
-11% -$125K 0.46% 37
2018
Q3 		$1.1M Buy
20,648
+831
+4% +$44K 0.43% 49
2018
Q2 		$997K Sell
19,817
-643
-3% -$31.1K 0.42% 49
2018
Q1 		$978K Buy
20,460
+1,593
+8% +$80.1K 0.54% 51
2017
Q4 		$999K Sell
18,867
-216
-1% -$10.6K 0.51% 51
2017
Q3 		$944K Sell
19,083
-117
-0.6% -$5.5K 0.52% 54
2017
Q2 		$857K Buy
19,200
+1,753
+10% +$81.7K 0.5% 63
2017
Q1 		$851K Sell
17,447
-3,675
-17% -$184K 0.52% 55
2016
Q4 		$1.13M Sell
21,122
-1,689
-7% -$84.4K 0.66% 34
2016
Q3 		$1.19M Sell
22,811
-984
-4% -$52.8K 0.76% 30
2016
Q2 		$1.33M Buy
23,795
+6,640
+39% +$344K 0.84% 24
2016
Q1 		$928K Buy
+17,155
New +$858K 0.86% 28

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rowland Carmichael Advisors's VZ Position: Q4 2020 in Review

Rowland Carmichael Advisors increased its Verizon (VZ) stake by 2.1% in Q4 2020, buying an estimated $25.7K and bringing the position to 20,675 shares worth $1.22M. The position accounts for 0.38% of the portfolio, ranked #55.

Rowland Carmichael Advisors first reported a position in VZ in Q1 2016 and has held it in 20 quarters since. The position peaked at $1.33M in Q2 2016. 2,835 funds tracked by Wall St. Rank hold VZ as of Q4 2020.

  • Rowland Carmichael Advisors held 20,675 shares of Verizon worth $1.22M as of Q4 2020.
  • Rowland Carmichael Advisors bought 433 Verizon shares in Q4 2020, an estimated $25.7K.
  • Verizon made up 0.38% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #55 holding.
  • Rowland Carmichael Advisors first reported a position in Verizon in Q1 2016 and has held it in 20 quarters since.
  • Rowland Carmichael Advisors's Verizon position peaked at $1.33M in Q2 2016.
  • 2,835 funds tracked by Wall St. Rank held Verizon as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.