Smart Money Group’s Verizon VZ Stock Holding History

Smart Money 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
2020 Q4	–	Sell	-4,818	Closed	-$287K	–	91
2020 Q3	$287K	Buy	4,818 +4	+0.1%	+$232	0.12%	83
2020 Q2	$266K	Buy	+4,814	New	+$271K	0.16%	72
2020 Q1	–	Sell	-3,696	Closed	-$227K	–	98
2019 Q4	$227K	Buy	3,696 +76	+2%	+$4.58K	0.13%	77
2019 Q3	$219K	Buy	+3,620	New	+$208K	0.18%	60
2019 Q2	–	Sell	-3,413	Closed	-$202K	–	72
2019 Q1	$202K	Buy	+3,413	New	+$193K	0.18%	62
2018 Q1	–	Sell	-4,007	Closed	-$212K	–	57
2017 Q4	$212K	Buy	+4,007	New	+$197K	0.33%	38

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Smart Money Group's VZ Position: Q4 2020 in Review

Smart Money Group sold out of Verizon (VZ) in Q4 2020, closing a stake of 4,818 shares — an estimated $287K sold.

Smart Money Group first reported a position in VZ in Q4 2017 and held it in 6 quarters. The position peaked at $287K in Q3 2020. 2,835 funds tracked by Wall St. Rank hold VZ as of Q4 2020.

Smart Money Group reported no remaining Verizon position as of Q4 2020 after selling out during the quarter.
Smart Money Group sold 4,818 Verizon shares in Q4 2020, an estimated $287K.
Smart Money Group first reported a position in Verizon in Q4 2017 and held it in 6 quarters.
Smart Money Group's Verizon position peaked at $287K in Q3 2020.
2,835 funds tracked by Wall St. Rank held Verizon as of Q4 2020.

Based on Smart Money Group's 13F filing for Q4 2020, filed 27 Jan 2021.