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Whitegate Investment Counselors’s Verizon VZ Stock Holding History

Whitegate Investment Counselors’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
Q4 		– Sell
-15,896
Closed -$859K – 212
2021
Q3 		$859K Buy
15,896
+2,600
+20% +$144K 0.12% 127
2021
Q2 		$745K Buy
13,296
+3,975
+43% +$228K 0.11% 140
2021
Q1 		$542K Hold
9,321
– – 0.08% 148
2020
Q4 		$548K Buy
9,321
+3,628
+64% +$215K 0.09% 142
2020
Q3 		$339K Hold
5,693
– – 0.06% 160
2020
Q2 		$314K Buy
5,693
+75
+1% +$4.22K 0.06% 162
2020
Q1 		$302K Buy
5,618
+153
+3% +$8.75K 0.07% 148
2019
Q4 		$336K Sell
5,465
-155
-3% -$9.35K 0.06% 160
2019
Q3 		$339K Sell
5,620
-192
-3% -$11.1K 0.07% 155
2019
Q2 		$332K Sell
5,812
-274
-5% -$15.8K 0.07% 153
2019
Q1 		$360K Sell
6,086
-564
-8% -$31.9K 0.07% 150
2018
Q4 		$374K Hold
6,650
– – 0.09% 141
2018
Q3 		$355K Sell
6,650
-50
-0.7% -$2.65K 0.07% 149
2018
Q2 		$337K Hold
6,700
– – 0.07% 151
2018
Q1 		$320K Buy
6,700
+650
+11% +$32.7K 0.07% 153
2017
Q4 		$320K Hold
6,050
– – 0.07% 151
2017
Q3 		$299K Sell
6,050
-350
-5% -$16.5K 0.07% 154
2017
Q2 		$286K Sell
6,400
-475
-7% -$22.1K 0.06% 152
2017
Q1 		$335K Buy
6,875
+763
+12% +$38.3K 0.08% 144
2016
Q4 		$326K Buy
+6,112
New +$305K 0.09% 133

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Whitegate Investment Counselors's VZ Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of Verizon (VZ) in Q4 2021, closing a stake of 15,896 shares — an estimated $859K sold.

Whitegate Investment Counselors first reported a position in VZ in Q4 2016 and held it in 20 quarters. The position peaked at $859K in Q3 2021. 3,012 funds tracked by Wall St. Rank hold VZ as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining Verizon position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 15,896 Verizon shares in Q4 2021, an estimated $859K.
  • Whitegate Investment Counselors first reported a position in Verizon in Q4 2016 and held it in 20 quarters.
  • Whitegate Investment Counselors's Verizon position peaked at $859K in Q3 2021.
  • 3,012 funds tracked by Wall St. Rank held Verizon as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.