S.E.E.D. Planning Group’s Verizon VZ Stock Holding History

S.E.E.D. 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 Q3	–	Sell	-3,646	Closed	-$204K	–	95
2021 Q2	$204K	Buy	+3,646	New	+$209K	0.1%	83

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

S.E.E.D. Planning Group's VZ Position: Q3 2021 in Review

S.E.E.D. Planning Group sold out of Verizon (VZ) in Q3 2021, closing a stake of 3,646 shares — an estimated $204K sold.

S.E.E.D. Planning Group first reported a position in VZ in Q2 2021 and held it in 1 quarter. The position peaked at $204K in Q2 2021. 2,784 funds tracked by Wall St. Rank hold VZ as of Q3 2021.

S.E.E.D. Planning Group reported no remaining Verizon position as of Q3 2021 after selling out during the quarter.
S.E.E.D. Planning Group sold 3,646 Verizon shares in Q3 2021, an estimated $204K.
S.E.E.D. Planning Group first reported a position in Verizon in Q2 2021 and held it in 1 quarter.
S.E.E.D. Planning Group's Verizon position peaked at $204K in Q2 2021.
2,784 funds tracked by Wall St. Rank held Verizon as of Q3 2021.

Based on S.E.E.D. Planning Group's 13F filing for Q3 2021, filed 21 Oct 2021.