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WESPAC Advisors SoCal’s Verizon VZ Stock Holding History

WESPAC Advisors SoCal’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 		– Sell
-83,971
Closed -$4.58M – 84
2020
Q2 		$4.58M Buy
83,971
+1,600
+2% +$90K 2.12% 23
2020
Q1 		$4.82M Buy
82,371
+4,373
+6% +$250K 2.67% 21
2019
Q4 		$4.79M Sell
77,998
-475
-0.6% -$28.7K 2.27% 23
2019
Q3 		$4.74M Buy
78,473
+1,009
+1% +$58.1K 2.34% 24
2019
Q2 		$4.42M Buy
77,464
+2,883
+4% +$166K 2.36% 22
2019
Q1 		$4.41M Buy
74,581
+73,350
+5,959% +$4.15M 2.44% 21
2018
Q4 		$69K Sell
1,231
-1,000
-45% -$56.7K 0.04% 112
2018
Q3 		$90K Buy
+2,231
New +$118K 0.05% 110
2018
Q2 		– Sell
-797
Closed -$38K – 249
2018
Q1 		$38K Hold
797
– – 0.02% 121
2017
Q4 		$42K Hold
797
– – 0.02% 122
2017
Q3 		$39K Hold
797
– – 0.02% 133
2017
Q2 		$35K Sell
797
-240
-23% -$11.2K 0.02% 128
2017
Q1 		$50.6K Sell
1,037
-1
-0.1% -$50 0.03% 118
2016
Q4 		$55.4K Hold
1,038
– – 0.04% 115
2016
Q3 		$54K Buy
1,038
+1
+0.1% +$54 0.04% 111
2016
Q2 		$58K Sell
1,037
-386
-27% -$20K 0.04% 115
2016
Q1 		$77K Buy
1,423
+351
+33% +$17.6K 0.06% 100
2015
Q4 		$49K Buy
+1,072
New +$48.7K 0.03% 125

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WESPAC Advisors SoCal's VZ Position: Q3 2020 in Review

WESPAC Advisors SoCal sold out of Verizon (VZ) in Q3 2020, closing a stake of 83,971 shares — an estimated $4.58M sold.

WESPAC Advisors SoCal first reported a position in VZ in Q4 2015 and held it in 18 quarters. The position peaked at $4.82M in Q1 2020. 2,626 funds tracked by Wall St. Rank hold VZ as of Q3 2020.

  • WESPAC Advisors SoCal reported no remaining Verizon position as of Q3 2020 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 83,971 Verizon shares in Q3 2020, an estimated $4.58M.
  • WESPAC Advisors SoCal first reported a position in Verizon in Q4 2015 and held it in 18 quarters.
  • WESPAC Advisors SoCal's Verizon position peaked at $4.82M in Q1 2020.
  • 2,626 funds tracked by Wall St. Rank held Verizon as of Q3 2020.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2020, filed 23 Oct 2020.