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Torch Wealth Management’s Verizon VZ Stock Holding History

Torch 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
2019
Q4 		$1.91M Sell
31,133
-350
-1% -$21.1K 1.06% 34
2019
Q3 		$1.9M Hold
31,483
– – 1.13% 33
2019
Q2 		$1.8M Sell
31,483
-400
-1% -$23K 1.08% 35
2019
Q1 		$1.89M Buy
31,883
+76
+0.2% +$4.3K 1.17% 34
2018
Q4 		$1.79M Buy
31,807
+950
+3% +$53.9K 1.28% 30
2018
Q3 		$1.65M Buy
30,857
+225
+0.7% +$11.9K 0.99% 41
2018
Q2 		$1.54M Sell
30,632
-350
-1% -$16.9K 0.97% 39
2018
Q1 		$1.48M Buy
30,982
+602
+2% +$30.3K 0.96% 40
2017
Q4 		$1.61M Buy
30,380
+4,818
+19% +$237K 0.98% 35
2017
Q3 		$1.26M Sell
25,562
-75
-0.3% -$3.53K 0.83% 49
2017
Q2 		$1.15M Sell
25,637
-788
-3% -$36.7K 0.79% 49
2017
Q1 		$1.29M Sell
26,425
-875
-3% -$43.9K 0.86% 49
2016
Q4 		$1.46M Sell
27,300
-2,000
-7% -$100K 1.03% 41
2016
Q3 		$1.52M Sell
29,300
-100
-0.3% -$5.37K 1.11% 33
2016
Q2 		$1.64M Hold
29,400
– – 1.2% 29
2016
Q1 		$1.59M Buy
29,400
+1,000
+4% +$50K 1.2% 30
2015
Q4 		$1.31M Hold
28,400
– – 0.96% 40
2015
Q3 		$1.24M Buy
28,400
+1,853
+7% +$85.5K 0.95% 40
2015
Q2 		$1.24M Buy
26,547
+1,600
+6% +$78.3K 0.86% 48
2015
Q1 		$1.21M Buy
24,947
+1,600
+7% +$77.2K 0.94% 44
2014
Q4 		$1.09M Buy
23,347
+532
+2% +$26K 0.84% 45
2014
Q3 		$1.14M Buy
22,815
+80
+0.4% +$3.98K 0.84% 50
2014
Q2 		$1.11M Buy
22,735
+200
+0.9% +$9.69K 0.75% 47
2014
Q1 		$1.07M Buy
22,535
+1,517
+7% +$71.7K 0.78% 45
2013
Q4 		$1.03M Buy
+21,018
New +$1.03M 0.79% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Torch Wealth Management's VZ Position: Q4 2019 in Review

Torch Wealth Management reduced its Verizon (VZ) stake by 1.1% in Q4 2019, selling an estimated $21.1K and leaving 31,133 shares worth $1.91M. The position accounts for 1.06% of the portfolio, ranked #34.

Torch Wealth Management first reported a position in VZ in Q4 2013 and has held it in 25 quarters since. 2,617 funds tracked by Wall St. Rank hold VZ as of Q4 2019.

  • Torch Wealth Management held 31,133 shares of Verizon worth $1.91M as of Q4 2019.
  • Torch Wealth Management sold 350 Verizon shares in Q4 2019, an estimated $21.1K.
  • Verizon made up 1.06% of Torch Wealth Management's portfolio in Q4 2019, its #34 holding.
  • Torch Wealth Management first reported a position in Verizon in Q4 2013 and has held it in 25 quarters since.
  • 2,617 funds tracked by Wall St. Rank held Verizon as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.