WealthStone’s Verizon VZ Stock Holding History

WealthStone’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	$788K	Buy	13,568 +6	+0%	+$339	0.27%	58
2020 Q4	$797K	Buy	13,562 +1,062	+8%	+$63.1K	0.28%	53
2020 Q3	$744K	Sell	12,500 -6,152	-33%	-$357K	0.34%	45
2020 Q2	$1.03M	Buy	+18,652	New	+$1.05M	0.49%	24
2019 Q3	–	Sell	-789	Closed	-$45.1K	–	589
2019 Q2	$45.1K	Buy	+789	New	+$45.5K	0.02%	188

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WealthStone's VZ Position: Q1 2021 in Review

WealthStone increased its Verizon (VZ) stake by 0.04% in Q1 2021, buying an estimated $339 and bringing the position to 13,568 shares worth $788K. The position accounts for 0.27% of the portfolio, ranked #58.

WealthStone first reported a position in VZ in Q2 2019 and has held it in 5 quarters since. The position peaked at $1.03M in Q2 2020. 2,840 funds tracked by Wall St. Rank hold VZ as of Q1 2021.

WealthStone held 13,568 shares of Verizon worth $788K as of Q1 2021.
WealthStone bought 6 Verizon shares in Q1 2021, an estimated $339.
Verizon made up 0.27% of WealthStone's portfolio in Q1 2021, its #58 holding.
WealthStone first reported a position in Verizon in Q2 2019 and has held it in 5 quarters since.
WealthStone's Verizon position peaked at $1.03M in Q2 2020.
2,840 funds tracked by Wall St. Rank held Verizon as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.