Vontobel Swiss Wealth Advisors’s Verizon VZ Stock Holding History

Vontobel Swiss Wealth Advisors’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	-6,670	Closed	-$358K	–	88
2020 Q1	$358K	Hold	6,670	–	–	0.27%	62
2019 Q4	$410K	Sell	6,670 -100	-1%	-$6.03K	0.27%	70
2019 Q3	$409K	Sell	6,770 -2,655	-28%	-$153K	0.26%	72
2019 Q2	$538K	Buy	+9,425	New	+$543K	0.29%	73
2019 Q1	–	Sell	-4,675	Closed	-$263K	–	83
2018 Q4	$263K	Buy	4,675 +100	+2%	+$5.67K	0.2%	61
2018 Q3	$244K	Hold	4,575	–	–	0.14%	75
2018 Q2	$230K	Hold	4,575	–	–	0.13%	79
2018 Q1	$219K	Hold	4,575	–	–	0.12%	80
2017 Q4	$242K	Sell	4,575 -224	-5%	-$11K	0.14%	74
2017 Q3	$238K	Buy	4,799 +224	+5%	+$10.5K	0.15%	65
2017 Q2	$204K	Hold	4,575	–	–	0.13%	67
2017 Q1	$223K	Hold	4,575	–	–	0.12%	63
2016 Q4	$244K	Hold	4,575	–	–	0.15%	62
2016 Q3	$238K	Hold	4,575	–	–	0.13%	67
2016 Q2	$230K	Hold	4,575	–	–	0.14%	67
2016 Q1	$247K	Hold	4,575	–	–	0.13%	63
2015 Q4	$211K	Buy	+4,575	New	+$208K	0.12%	54

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

Vontobel Swiss Wealth Advisors's VZ Position: Q2 2020 in Review

Vontobel Swiss Wealth Advisors sold out of Verizon (VZ) in Q2 2020, closing a stake of 6,670 shares — an estimated $358K sold.

Vontobel Swiss Wealth Advisors first reported a position in VZ in Q4 2015 and held it in 17 quarters. The position peaked at $538K in Q2 2019. 2,620 funds tracked by Wall St. Rank hold VZ as of Q2 2020.

Vontobel Swiss Wealth Advisors reported no remaining Verizon position as of Q2 2020 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 6,670 Verizon shares in Q2 2020, an estimated $358K.
Vontobel Swiss Wealth Advisors first reported a position in Verizon in Q4 2015 and held it in 17 quarters.
Vontobel Swiss Wealth Advisors's Verizon position peaked at $538K in Q2 2019.
2,620 funds tracked by Wall St. Rank held Verizon as of Q2 2020.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2020, filed 31 Jul 2020.