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Washburn Capital Management’s Verizon VZ Stock Holding History

Washburn Capital 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
2021
Q1 		– Sell
-7,325
Closed -$430K – 62
2020
Q4 		$430K Sell
7,325
-600
-8% -$35.6K 0.3% 45
2020
Q3 		$471K Buy
7,925
+3,725
+89% +$216K 0.37% 37
2020
Q2 		$232K Sell
4,200
-200
-5% -$11.3K 0.21% 46
2020
Q1 		$236K Buy
4,400
+200
+5% +$11.4K 0.32% 37
2019
Q4 		$258K Buy
+4,200
New +$253K 0.23% 34

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Washburn Capital Management's VZ Position: Q1 2021 in Review

Washburn Capital Management sold out of Verizon (VZ) in Q1 2021, closing a stake of 7,325 shares — an estimated $430K sold.

Washburn Capital Management first reported a position in VZ in Q4 2019 and held it in 5 quarters. The position peaked at $471K in Q3 2020. 2,840 funds tracked by Wall St. Rank hold VZ as of Q1 2021.

  • Washburn Capital Management reported no remaining Verizon position as of Q1 2021 after selling out during the quarter.
  • Washburn Capital Management sold 7,325 Verizon shares in Q1 2021, an estimated $430K.
  • Washburn Capital Management first reported a position in Verizon in Q4 2019 and held it in 5 quarters.
  • Washburn Capital Management's Verizon position peaked at $471K in Q3 2020.
  • 2,840 funds tracked by Wall St. Rank held Verizon as of Q1 2021.

Based on Washburn Capital Management's 13F filing for Q1 2021, filed 3 May 2021.