TrueWealth LLC’s Verizon VZ Stock Holding History

TrueWealth LLC’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	$678K	Buy	12,298 +102	+0.8%	+$5.74K	0.29%	57
2020 Q1	$655K	Sell	12,196 -58	-0.5%	-$3.32K	0.32%	53
2019 Q4	$752K	Sell	12,254 -2,136	-15%	-$129K	0.3%	49
2019 Q3	$869K	Sell	14,390 -65	-0.4%	-$3.74K	0.38%	41
2019 Q2	$826K	Buy	14,455 +38	+0.3%	+$2.19K	0.37%	40
2019 Q1	$852K	Sell	14,417 -1,451	-9%	-$82.2K	0.39%	38
2018 Q4	$892K	Buy	15,868 +879	+6%	+$49.9K	0.45%	34
2018 Q3	$800K	Sell	14,989 -144	-1%	-$7.62K	0.37%	39
2018 Q2	$761K	Buy	15,133 +278	+2%	+$13.5K	0.36%	41
2018 Q1	$710K	Sell	14,855 -2,128	-13%	-$107K	0.36%	40
2017 Q4	$899K	Buy	+16,983	New	+$835K	0.42%	34

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TrueWealth LLC's VZ Position: Q2 2020 in Review

TrueWealth LLC increased its Verizon (VZ) stake by 0.84% in Q2 2020, buying an estimated $5.74K and bringing the position to 12,298 shares worth $678K. The position accounts for 0.29% of the portfolio, ranked #57.

TrueWealth LLC first reported a position in VZ in Q4 2017 and has held it in 11 quarters since. The position peaked at $899K in Q4 2017. 2,621 funds tracked by Wall St. Rank hold VZ as of Q2 2020.

TrueWealth LLC held 12,298 shares of Verizon worth $678K as of Q2 2020.
TrueWealth LLC bought 102 Verizon shares in Q2 2020, an estimated $5.74K.
Verizon made up 0.29% of TrueWealth LLC's portfolio in Q2 2020, its #57 holding.
TrueWealth LLC first reported a position in Verizon in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Verizon position peaked at $899K in Q4 2017.
2,621 funds tracked by Wall St. Rank held Verizon as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.