Sound View Wealth Advisors’s Verizon VZ Stock Holding History

Sound View Wealth Advisors’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 Q1	$7.96M	Buy	134,650 +1,695	+1%	+$96K	2.5%	4
2018 Q4	$7.47M	Buy	+132,955	New	+$7.54M	2.71%	4

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Sound View Wealth Advisors's VZ Position: Q1 2019 in Review

Sound View Wealth Advisors increased its Verizon (VZ) stake by 1.3% in Q1 2019, buying an estimated $96K and bringing the position to 134,650 shares worth $7.96M. The position accounts for 2.5% of the portfolio, ranked #4.

Sound View Wealth Advisors first reported a position in VZ in Q4 2018 and has held it in 2 quarters since. 2,388 funds tracked by Wall St. Rank hold VZ as of Q1 2019.

Sound View Wealth Advisors held 134,650 shares of Verizon worth $7.96M as of Q1 2019.
Sound View Wealth Advisors bought 1,695 Verizon shares in Q1 2019, an estimated $96K.
Verizon made up 2.5% of Sound View Wealth Advisors's portfolio in Q1 2019, its #4 holding.
Sound View Wealth Advisors first reported a position in Verizon in Q4 2018 and has held it in 2 quarters since.
2,388 funds tracked by Wall St. Rank held Verizon as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.