Wealthfront’s Verizon VZ Stock Holding History

Wealthfront’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
2018 Q3	$7.67M	Buy	143,651 +22,288	+18%	+$1.18M	0.07%	46
2018 Q2	$6.11M	Buy	121,363 +4,972	+4%	+$241K	0.06%	51
2018 Q1	$5.57M	Buy	116,391 +12,086	+12%	+$607K	0.06%	51
2017 Q4	$5.52M	Sell	104,305 -7,781	-7%	-$383K	0.06%	56
2017 Q3	$5.55M	Buy	112,086 +43,371	+63%	+$2.04M	0.07%	47
2017 Q2	$3.07M	Sell	68,715 -24,554	-26%	-$1.14M	0.05%	68
2017 Q1	$4.55M	Sell	93,269 -3,772	-4%	-$189K	0.08%	46
2016 Q4	$5.18M	Sell	97,041 -678	-0.7%	-$33.9K	0.11%	39
2016 Q3	$5.08M	Sell	97,719 -3,914	-4%	-$210K	0.12%	35
2016 Q2	$5.67M	Buy	101,633 +624	+0.6%	+$32.4K	0.16%	30
2016 Q1	$5.46M	Buy	101,009 +73,145	+263%	+$3.66M	0.17%	29
2015 Q4	$1.29M	Sell	27,864 -18,374	-40%	-$834K	0.05%	75
2015 Q3	$2.01M	Buy	46,238 +32,251	+231%	+$1.49M	0.08%	46
2015 Q2	$652K	Sell	13,987 -11,640	-45%	-$570K	0.03%	87
2015 Q1	$1.25M	Buy	25,627 +16,229	+173%	+$783K	0.06%	32
2014 Q4	$440K	Sell	9,398 -10,549	-53%	-$516K	0.03%	81
2014 Q3	$997K	Buy	19,947 +5,661	+40%	+$281K	0.07%	32
2014 Q2	$710K	Buy	14,286 +6,880	+93%	+$333K	0.06%	26
2014 Q1	$354K	Buy	+7,406	New	+$350K	0.04%	36

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Wealthfront's VZ Position: Q3 2018 in Review

Wealthfront increased its Verizon (VZ) stake by 18% in Q3 2018, buying an estimated $1.18M and bringing the position to 143,651 shares worth $7.67M. The position accounts for 0.07% of the portfolio, ranked #46.

Wealthfront first reported a position in VZ in Q1 2014 and has held it in 19 quarters since. 2,175 funds tracked by Wall St. Rank hold VZ as of Q3 2018.

Wealthfront held 143,651 shares of Verizon worth $7.67M as of Q3 2018.
Wealthfront bought 22,288 Verizon shares in Q3 2018, an estimated $1.18M.
Verizon made up 0.07% of Wealthfront's portfolio in Q3 2018, its #46 holding.
Wealthfront first reported a position in Verizon in Q1 2014 and has held it in 19 quarters since.
2,175 funds tracked by Wall St. Rank held Verizon as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.