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Squar Milner Financial Services’s Verizon VZ Stock Holding History

Squar Milner Financial 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 		– Sell
-11,116
Closed -$613K – 195
2020
Q2 		$613K Buy
11,116
+2,847
+34% +$160K 0.35% 78
2020
Q1 		$444K Buy
8,269
+6
+0.1% +$343 0.27% 81
2019
Q4 		$507K Sell
8,263
-3,151
-28% -$190K 0.25% 84
2019
Q3 		$679K Buy
11,414
+5,249
+85% +$302K 0.35% 75
2019
Q2 		$352K Buy
6,165
+2,811
+84% +$162K 0.24% 96
2019
Q1 		$198K Buy
3,354
+253
+8% +$14.3K 0.15% 168
2018
Q4 		$174K Buy
3,101
+117
+4% +$6.64K 0.17% 152
2018
Q3 		$159K Sell
2,984
-2,654
-47% -$140K 0.14% 186
2018
Q2 		$284K Buy
5,638
+47
+0.8% +$2.27K 0.25% 108
2018
Q1 		$267K Sell
5,591
-1,746
-24% -$87.7K 0.34% 109
2017
Q4 		$397K Buy
+7,337
New +$361K 0.48% 70

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

Squar Milner Financial Services's VZ Position: Q3 2020 in Review

Squar Milner Financial Services sold out of Verizon (VZ) in Q3 2020, closing a stake of 11,116 shares — an estimated $613K sold.

Squar Milner Financial Services first reported a position in VZ in Q4 2017 and held it in 11 quarters. The position peaked at $679K in Q3 2019. 2,627 funds tracked by Wall St. Rank hold VZ as of Q3 2020.

  • Squar Milner Financial Services reported no remaining Verizon position as of Q3 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 11,116 Verizon shares in Q3 2020, an estimated $613K.
  • Squar Milner Financial Services first reported a position in Verizon in Q4 2017 and held it in 11 quarters.
  • Squar Milner Financial Services's Verizon position peaked at $679K in Q3 2019.
  • 2,627 funds tracked by Wall St. Rank held Verizon as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.