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Summit Wealth & Retirement Planning’s Verizon VZ Stock Holding History

Summit Wealth & Retirement Planning’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
-8,886
Closed -$522K – 123
2020
Q4 		$522K Sell
8,886
-31
-0.3% -$1.84K 0.2% 79
2020
Q3 		$530K Sell
8,917
-1,547
-15% -$89.9K 0.23% 71
2020
Q2 		$577K Sell
10,464
-1,354
-11% -$76.2K 0.27% 69
2020
Q1 		$635K Sell
11,818
-2,301
-16% -$132K 0.34% 59
2019
Q4 		$867K Sell
14,119
-839
-6% -$50.6K 0.39% 55
2019
Q3 		$903K Buy
14,958
+4
+0% +$230 0.55% 45
2019
Q2 		$854K Buy
14,954
+3
+0% +$173 0.5% 48
2019
Q1 		$884K Buy
14,951
+1,187
+9% +$67.2K 0.53% 48
2018
Q4 		$774K Buy
+13,764
New +$781K 0.59% 45

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

Summit Wealth & Retirement Planning's VZ Position: Q1 2021 in Review

Summit Wealth & Retirement Planning sold out of Verizon (VZ) in Q1 2021, closing a stake of 8,886 shares — an estimated $522K sold.

Summit Wealth & Retirement Planning first reported a position in VZ in Q4 2018 and held it in 9 quarters. The position peaked at $903K in Q3 2019. 2,840 funds tracked by Wall St. Rank hold VZ as of Q1 2021.

  • Summit Wealth & Retirement Planning reported no remaining Verizon position as of Q1 2021 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 8,886 Verizon shares in Q1 2021, an estimated $522K.
  • Summit Wealth & Retirement Planning first reported a position in Verizon in Q4 2018 and held it in 9 quarters.
  • Summit Wealth & Retirement Planning's Verizon position peaked at $903K in Q3 2019.
  • 2,840 funds tracked by Wall St. Rank held Verizon as of Q1 2021.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2021, filed 10 May 2021.