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SVA Wealth Management’s Verizon VZ Stock Holding History

SVA Wealth Management’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
Q4 		$3.37M Buy
57,360
+2,403
+4% +$143K 0.29% 67
2020
Q3 		$3.27M Buy
54,957
+3,381
+7% +$196K 0.32% 66
2020
Q2 		$2.84M Buy
51,576
+788
+2% +$44.3K 0.3% 66
2020
Q1 		$2.73M Buy
50,788
+764
+2% +$43.7K 0.31% 58
2019
Q4 		$3.07M Sell
50,024
-3,020
-6% -$182K 0.28% 72
2019
Q3 		$3.2M Sell
53,044
-1,939
-4% -$112K 0.31% 67
2019
Q2 		$3.14M Sell
54,983
-4,313
-7% -$249K 0.31% 69
2019
Q1 		$3.51M Sell
59,296
-3,841
-6% -$218K 0.34% 68
2018
Q4 		$3.55M Sell
63,137
-2,389
-4% -$136K 0.4% 60
2018
Q3 		$3.5M Sell
65,526
-2,108
-3% -$112K 0.36% 64
2018
Q2 		$3.4M Sell
67,634
-10,173
-13% -$492K 0.37% 61
2018
Q1 		$3.85M Buy
77,807
+954
+1% +$47.9K 0.48% 60
2017
Q4 		$4.07M Sell
76,853
-954
-1% -$46.9K 0.48% 56
2017
Q3 		$3.85M Sell
77,807
-3,624
-4% -$171K 0.48% 60
2017
Q2 		$3.64M Buy
81,431
+2,940
+4% +$137K 0.47% 61
2017
Q1 		$3.83M Buy
78,491
+231
+0.3% +$11.6K 0.52% 60
2016
Q4 		$4.18M Buy
78,260
+1,634
+2% +$81.7K 0.62% 49
2016
Q3 		$3.98M Sell
76,626
-401
-0.5% -$21.5K 0.62% 52
2016
Q2 		$4.3M Buy
77,027
+79
+0.1% +$4.1K 0.7% 44
2016
Q1 		$4.16M Buy
76,948
+1,700
+2% +$85K 0.69% 47
2015
Q4 		$3.48M Buy
75,248
+5,009
+7% +$227K 0.6% 59
2015
Q3 		$3.06M Buy
70,239
+4,090
+6% +$189K 0.57% 61
2015
Q2 		$3.08M Buy
66,149
+3,558
+6% +$174K 0.57% 62
2015
Q1 		$3.04M Buy
62,591
+32,817
+110% +$1.58M 0.56% 63
2014
Q4 		$1.39M Buy
29,774
+3,126
+12% +$153K 0.51% 47
2014
Q3 		$1.33M Buy
26,648
+168
+0.6% +$8.35K 0.57% 45
2014
Q2 		$1.3M Buy
26,480
+2,230
+9% +$108K 0.55% 46
2014
Q1 		$1.15M Buy
24,250
+4,767
+24% +$225K 0.54% 50
2013
Q4 		$957K Buy
+19,483
New +$958K 0.57% 48

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SVA Wealth Management's VZ Position: Q4 2020 in Review

SVA Wealth Management increased its Verizon (VZ) stake by 4.4% in Q4 2020, buying an estimated $143K and bringing the position to 57,360 shares worth $3.37M. The position accounts for 0.29% of the portfolio, ranked #67.

SVA Wealth Management first reported a position in VZ in Q4 2013 and has held it in 29 quarters since. The position peaked at $4.3M in Q2 2016. 2,836 funds tracked by Wall St. Rank hold VZ as of Q4 2020.

  • SVA Wealth Management held 57,360 shares of Verizon worth $3.37M as of Q4 2020.
  • SVA Wealth Management bought 2,403 Verizon shares in Q4 2020, an estimated $143K.
  • Verizon made up 0.29% of SVA Wealth Management's portfolio in Q4 2020, its #67 holding.
  • SVA Wealth Management first reported a position in Verizon in Q4 2013 and has held it in 29 quarters since.
  • SVA Wealth Management's Verizon position peaked at $4.3M in Q2 2016.
  • 2,836 funds tracked by Wall St. Rank held Verizon as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.