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Strategic Wealth Management Group’s Verizon VZ Stock Holding History

Strategic Wealth Management 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
2021
Q2 		$559K Sell
9,971
-2,205
-18% -$127K 0.2% 63
2021
Q1 		$708K Buy
12,176
+508
+4% +$28.7K 0.27% 49
2020
Q4 		$686K Buy
11,668
+3,285
+39% +$195K 0.3% 46
2020
Q3 		$499K Sell
8,383
-98
-1% -$5.69K 0.24% 56
2020
Q2 		$468K Buy
8,481
+631
+8% +$35.5K 0.28% 53
2020
Q1 		$422K Sell
7,850
-681
-8% -$39K 0.31% 44
2019
Q4 		$524K Buy
8,531
+2,032
+31% +$123K 0.34% 40
2019
Q3 		$392K Sell
6,499
-82
-1% -$4.72K 0.28% 50
2019
Q2 		$376K Sell
6,581
-927
-12% -$53.4K 0.29% 50
2019
Q1 		$444K Buy
7,508
+1,694
+29% +$95.9K 0.36% 42
2018
Q4 		$327K Buy
+5,814
New +$330K 0.31% 52

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Strategic Wealth Management Group's VZ Position: Q2 2021 in Review

Strategic Wealth Management Group reduced its Verizon (VZ) stake by 18% in Q2 2021, selling an estimated $127K and leaving 9,971 shares worth $559K. The position accounts for 0.2% of the portfolio, ranked #63.

Strategic Wealth Management Group first reported a position in VZ in Q4 2018 and has held it in 11 quarters since. The position peaked at $708K in Q1 2021. 2,815 funds tracked by Wall St. Rank hold VZ as of Q2 2021.

  • Strategic Wealth Management Group held 9,971 shares of Verizon worth $559K as of Q2 2021.
  • Strategic Wealth Management Group sold 2,205 Verizon shares in Q2 2021, an estimated $127K.
  • Verizon made up 0.2% of Strategic Wealth Management Group's portfolio in Q2 2021, its #63 holding.
  • Strategic Wealth Management Group first reported a position in Verizon in Q4 2018 and has held it in 11 quarters since.
  • Strategic Wealth Management Group's Verizon position peaked at $708K in Q1 2021.
  • 2,815 funds tracked by Wall St. Rank held Verizon as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.