Shine Investment Advisory Services’s Verizon VZ Stock Holding History

Shine Investment Advisory Services’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	$11K	Sell	190 -450	-70%	-$26.1K	﹤0.01%	539
2020 Q2	$35K	Hold	640	–	–	0.01%	363
2020 Q1	$34K	Buy	640 +140	+28%	+$8.01K	0.02%	334
2019 Q4	$31K	Hold	500	–	–	0.01%	420
2019 Q3	$30K	Hold	500	–	–	0.01%	403
2019 Q2	$29K	Buy	+500	New	+$28.8K	0.01%	411
2018 Q3	–	Sell	-1,029	Closed	-$52K	–	669
2018 Q2	$52K	Hold	1,029	–	–	0.03%	306
2018 Q1	$49K	Hold	1,029	–	–	0.03%	303
2017 Q4	$54K	Sell	1,029 -1,676	-62%	-$82.4K	0.03%	295
2017 Q3	$134K	Buy	2,705 +1,775	+191%	+$83.5K	0.07%	131
2017 Q2	$42K	Buy	+930	New	+$43.3K	0.02%	312

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Shine Investment Advisory Services's VZ Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its Verizon (VZ) stake by 70% in Q3 2020, selling an estimated $26.1K and leaving 190 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Shine Investment Advisory Services first reported a position in VZ in Q2 2017 and has held it in 11 quarters since. The position peaked at $134K in Q3 2017. 2,627 funds tracked by Wall St. Rank hold VZ as of Q3 2020.

Shine Investment Advisory Services held 190 shares of Verizon worth $11K as of Q3 2020.
Shine Investment Advisory Services sold 450 Verizon shares in Q3 2020, an estimated $26.1K.
Verizon made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #539 holding.
Shine Investment Advisory Services first reported a position in Verizon in Q2 2017 and has held it in 11 quarters since.
Shine Investment Advisory Services's Verizon position peaked at $134K in Q3 2017.
2,627 funds tracked by Wall St. Rank held Verizon as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.