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TLW Wealth Management’s Verizon VZ Stock Holding History

TLW 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
Q2 		– Sell
-98,419
Closed -$5.29M – 20
2020
Q1 		$5.29M Sell
98,419
-411
-0.4% -$23.5K 5.79% 7
2019
Q4 		$6.07M Buy
98,830
+335
+0.3% +$20.2K 5.27% 10
2019
Q3 		$5.95M Buy
98,495
+2,421
+3% +$139K 5.57% 8
2019
Q2 		$5.49M Sell
96,074
-1,500
-2% -$86.4K 5.35% 9
2019
Q1 		$5.77M Buy
+97,574
New +$5.53M 6.15% 4

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TLW Wealth Management's VZ Position: Q2 2020 in Review

TLW Wealth Management sold out of Verizon (VZ) in Q2 2020, closing a stake of 98,419 shares — an estimated $5.29M sold.

TLW Wealth Management first reported a position in VZ in Q1 2019 and held it in 5 quarters. The position peaked at $6.07M in Q4 2019. 2,621 funds tracked by Wall St. Rank hold VZ as of Q2 2020.

  • TLW Wealth Management reported no remaining Verizon position as of Q2 2020 after selling out during the quarter.
  • TLW Wealth Management sold 98,419 Verizon shares in Q2 2020, an estimated $5.29M.
  • TLW Wealth Management first reported a position in Verizon in Q1 2019 and held it in 5 quarters.
  • TLW Wealth Management's Verizon position peaked at $6.07M in Q4 2019.
  • 2,621 funds tracked by Wall St. Rank held Verizon as of Q2 2020.

Based on TLW Wealth Management's 13F filing for Q2 2020, filed 5 Aug 2020.