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Wealthspire Advisors (Maryland)’s Verizon VZ Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$9.46M Sell
159,016
-7,666
-5% -$445K 0.33% 42
2020
Q2 		$9.19M Buy
166,682
+6,412
+4% +$361K 0.66% 25
2020
Q1 		$8.61M Sell
160,270
-6,231
-4% -$357K 0.75% 23
2019
Q4 		$10.2M Buy
166,501
+1,794
+1% +$108K 0.69% 27
2019
Q3 		$9.94M Buy
164,707
+3,038
+2% +$175K 0.73% 27
2019
Q2 		$9.24M Sell
161,669
-5,982
-4% -$345K 0.69% 27
2019
Q1 		$9.91M Buy
167,651
+11,283
+7% +$639K 0.75% 25
2018
Q4 		$8.79M Buy
156,368
+399
+0.3% +$22.6K 0.78% 23
2018
Q3 		$8.33M Buy
155,969
+1,320
+0.9% +$69.9K 0.69% 25
2018
Q2 		$7.78M Sell
154,649
-5,546
-3% -$268K 0.7% 24
2018
Q1 		$7.66M Sell
160,195
-5,316
-3% -$267K 0.72% 24
2017
Q4 		$8.76M Sell
165,511
-1,942
-1% -$95.5K 0.85% 20
2017
Q3 		$8.29M Buy
167,453
+1,460
+0.9% +$68.7K 0.9% 18
2017
Q2 		$7.41M Buy
165,993
+25,978
+19% +$1.21M 0.88% 19
2017
Q1 		$6.83M Sell
140,015
-1,261
-0.9% -$63.3K 0.97% 17
2016
Q4 		$7.54M Sell
141,276
-1,739
-1% -$86.9K 1.13% 14
2016
Q3 		$7.43M Sell
143,015
-3,025
-2% -$162K 1.16% 12
2016
Q2 		$8.15M Sell
146,040
-5,387
-4% -$279K 1.36% 12
2016
Q1 		$8.19M Buy
151,427
+551
+0.4% +$27.6K 1.44% 12
2015
Q4 		$6.97M Buy
+150,876
New +$6.85M 1.3% 10

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VZ Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Verizon (VZ) stake by 4.6% in Q3 2020, selling an estimated $445K and leaving 159,016 shares worth $9.46M. The position accounts for 0.33% of the portfolio, ranked #42.

Wealthspire Advisors (Maryland) first reported a position in VZ in Q4 2015 and has held it in 20 quarters since. The position peaked at $10.2M in Q4 2019. 2,626 funds tracked by Wall St. Rank hold VZ as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 159,016 shares of Verizon worth $9.46M as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 7,666 Verizon shares in Q3 2020, an estimated $445K.
  • Verizon made up 0.33% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #42 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Verizon in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Verizon position peaked at $10.2M in Q4 2019.
  • 2,626 funds tracked by Wall St. Rank held Verizon as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.