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Shakespeare Wealth Management’s Verizon VZ Stock Holding History

Shakespeare Wealth Management’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
Q3 		– Sell
-4,530
Closed -$250K – 70
2020
Q2 		$250K Buy
4,530
+317
+8% +$17.8K 0.15% 54
2020
Q1 		$226K Buy
4,213
+788
+23% +$45.1K 0.16% 53
2019
Q4 		$210K Sell
3,425
-262
-7% -$15.8K 0.11% 74
2019
Q3 		$223K Buy
+3,687
New +$212K 0.13% 68

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 $3.37T AUM 44.26% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Shakespeare Wealth Management's VZ Position: Q3 2020 in Review

Shakespeare Wealth Management sold out of Verizon (VZ) in Q3 2020, closing a stake of 4,530 shares — an estimated $250K sold.

Shakespeare Wealth Management first reported a position in VZ in Q3 2019 and held it in 4 quarters. The position peaked at $250K in Q2 2020. 2,626 funds tracked by Wall St. Rank hold VZ as of Q3 2020.

  • Shakespeare Wealth Management reported no remaining Verizon position as of Q3 2020 after selling out during the quarter.
  • Shakespeare Wealth Management sold 4,530 Verizon shares in Q3 2020, an estimated $250K.
  • Shakespeare Wealth Management first reported a position in Verizon in Q3 2019 and held it in 4 quarters.
  • Shakespeare Wealth Management's Verizon position peaked at $250K in Q2 2020.
  • 2,626 funds tracked by Wall St. Rank held Verizon as of Q3 2020.

Based on Shakespeare Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.