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Stewardship Financial Advisors’s Verizon VZ Stock Holding History

Stewardship Financial 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
2021
Q1 		– Sell
-4,460
Closed -$262K – 107
2020
Q4 		$262K Buy
4,460
+996
+29% +$59.2K 0.1% 54
2020
Q3 		$206K Sell
3,464
-996
-22% -$57.9K 0.09% 54
2020
Q2 		$246K Buy
+4,460
New +$251K 0.11% 47
2020
Q1 		– Sell
-4,460
Closed -$274K – 88
2019
Q4 		$274K Buy
+4,460
New +$269K 0.1% 46

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Stewardship Financial Advisors's VZ Position: Q1 2021 in Review

Stewardship Financial Advisors sold out of Verizon (VZ) in Q1 2021, closing a stake of 4,460 shares — an estimated $262K sold.

Stewardship Financial Advisors first reported a position in VZ in Q4 2019 and held it in 4 quarters. The position peaked at $274K in Q4 2019. 2,840 funds tracked by Wall St. Rank hold VZ as of Q1 2021.

  • Stewardship Financial Advisors reported no remaining Verizon position as of Q1 2021 after selling out during the quarter.
  • Stewardship Financial Advisors sold 4,460 Verizon shares in Q1 2021, an estimated $262K.
  • Stewardship Financial Advisors first reported a position in Verizon in Q4 2019 and held it in 4 quarters.
  • Stewardship Financial Advisors's Verizon position peaked at $274K in Q4 2019.
  • 2,840 funds tracked by Wall St. Rank held Verizon as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.