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Westbourne Investment Advisors’s Verizon VZ Stock Holding History

Westbourne Investment Advisors’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
Q3 		– Sell
-4,377
Closed -$245K – 87
2021
Q2 		$245K Sell
4,377
-400
-8% -$23K 0.11% 76
2021
Q1 		$278K Sell
4,777
-3
-0.1% -$169 0.14% 74
2020
Q4 		$281K Buy
+4,780
New +$284K 0.16% 67
2020
Q2 		– Sell
-6,183
Closed -$332K – 83
2020
Q1 		$332K Sell
6,183
-4,145
-40% -$237K 0.31% 65
2019
Q4 		$634K Hold
10,328
– – 0.43% 54
2019
Q3 		$623K Buy
10,328
+584
+6% +$33.6K 0.47% 53
2019
Q2 		$557K Sell
9,744
-1,400
-13% -$80.7K 0.45% 55
2019
Q1 		$659K Sell
11,144
-200
-2% -$11.3K 0.5% 53
2018
Q4 		$638K Sell
11,344
-1,000
-8% -$56.7K 0.55% 51
2018
Q3 		$659K Buy
12,344
+4,410
+56% +$233K 0.48% 53
2018
Q2 		$399K Sell
7,934
-1,200
-13% -$58.1K 0.34% 66
2018
Q1 		$437K Sell
9,134
-400
-4% -$20.1K 0.35% 73
2017
Q4 		$505K Buy
9,534
+1,500
+19% +$73.8K 0.38% 67
2017
Q3 		$398K Buy
8,034
+975
+14% +$45.9K 0.31% 72
2017
Q2 		$315K Hold
7,059
– – 0.26% 83
2017
Q1 		$344K Hold
7,059
– – 0.28% 78
2016
Q4 		$377K Sell
7,059
-100
-1% -$5K 0.33% 72
2016
Q3 		$372K Sell
7,159
-100
-1% -$5.37K 0.33% 76
2016
Q2 		$405K Buy
7,259
+425
+6% +$22K 0.37% 75
2016
Q1 		$370K Buy
6,834
+500
+8% +$25K 0.35% 73
2015
Q4 		$293K Sell
6,334
-518
-8% -$23.5K 0.28% 81
2015
Q3 		$298K Sell
6,852
-100
-1% -$4.61K 0.3% 82
2015
Q2 		$324K Buy
+6,952
New +$340K 0.29% 87

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Westbourne Investment Advisors's VZ Position: Q3 2021 in Review

Westbourne Investment Advisors sold out of Verizon (VZ) in Q3 2021, closing a stake of 4,377 shares — an estimated $245K sold.

Westbourne Investment Advisors first reported a position in VZ in Q2 2015 and held it in 23 quarters. The position peaked at $659K in Q1 2019. 2,784 funds tracked by Wall St. Rank hold VZ as of Q3 2021.

  • Westbourne Investment Advisors reported no remaining Verizon position as of Q3 2021 after selling out during the quarter.
  • Westbourne Investment Advisors sold 4,377 Verizon shares in Q3 2021, an estimated $245K.
  • Westbourne Investment Advisors first reported a position in Verizon in Q2 2015 and held it in 23 quarters.
  • Westbourne Investment Advisors's Verizon position peaked at $659K in Q1 2019.
  • 2,784 funds tracked by Wall St. Rank held Verizon as of Q3 2021.

Based on Westbourne Investment Advisors's 13F filing for Q3 2021, filed 25 Oct 2021.