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Secrest Blakey & Associates’s Verizon VZ Stock Holding History

Secrest Blakey & Associates’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
Q4 		– Sell
-3,000
Closed -$181K – 140
2019
Q3 		$181K Buy
+3,000
New +$173K 0.15% 97

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Secrest Blakey & Associates's VZ Position: Q3 2020 in Review

Secrest Blakey & Associates reduced its Verizon (VZ) stake by 3.5% in Q3 2020, selling an estimated $53.9K and leaving 25,299 shares worth $1.5M. The position accounts for 3.44% of the portfolio, ranked #6.

Secrest Blakey & Associates first reported a position in VZ in Q4 2017 and has held it in 12 quarters since. The position peaked at $2.51M in Q4 2018. 2,627 funds tracked by Wall St. Rank hold VZ as of Q3 2020.

  • Secrest Blakey & Associates held 25,299 shares of Verizon worth $1.5M as of Q3 2020.
  • Secrest Blakey & Associates sold 928 Verizon shares in Q3 2020, an estimated $53.9K.
  • Verizon made up 3.44% of Secrest Blakey & Associates's portfolio in Q3 2020, its #6 holding.
  • Secrest Blakey & Associates first reported a position in Verizon in Q4 2017 and has held it in 12 quarters since.
  • Secrest Blakey & Associates's Verizon position peaked at $2.51M in Q4 2018.
  • 2,627 funds tracked by Wall St. Rank held Verizon as of Q3 2020.

Based on Secrest Blakey & Associates's 13F filing for Q3 2020, filed 13 Nov 2020.