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Wolf Group Capital Advisors’s Verizon VZ Stock Holding History

Wolf Group Capital 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
Q1 		– Sell
-38,837
Closed -$2.28M – 105
2020
Q4 		$2.28M Buy
38,837
+88
+0.2% +$5.23K 1.41% 20
2020
Q3 		$2.31M Sell
38,749
-14,129
-27% -$821K 1.6% 18
2020
Q2 		$2.92M Sell
52,878
-243
-0.5% -$13.7K 2.17% 13
2020
Q1 		$2.85M Buy
53,121
+607
+1% +$34.7K 2.38% 12
2019
Q4 		$3.22M Buy
52,514
+1,097
+2% +$66.2K 2.12% 17
2019
Q3 		$3.1M Buy
51,417
+817
+2% +$47.1K 2.14% 16
2019
Q2 		$2.89M Sell
50,600
-2,095
-4% -$121K 2% 19
2019
Q1 		$3.12M Buy
52,695
+165
+0.3% +$9.34K 2.14% 14
2018
Q4 		$2.95M Sell
52,530
-58
-0.1% -$3.29K 2.2% 13
2018
Q3 		$2.81M Sell
52,588
-681
-1% -$36K 1.83% 14
2018
Q2 		$2.68M Buy
53,269
+1,241
+2% +$60.1K 1.75% 17
2018
Q1 		$2.49M Buy
52,028
+2,105
+4% +$106K 1.65% 20
2017
Q4 		$2.64M Buy
49,923
+2,186
+5% +$107K 1.64% 15
2017
Q3 		$2.3M Sell
47,737
-5,710
-11% -$269K 1.59% 18
2017
Q2 		$2.39M Sell
53,447
-5,283
-9% -$246K 1.84% 20
2017
Q1 		$2.86M Buy
58,730
+2,622
+5% +$132K 1.88% 17
2016
Q4 		$3M Buy
56,108
+8,460
+18% +$423K 2.01% 13
2016
Q3 		$2.48M Buy
47,648
+7,164
+18% +$384K 1.73% 19
2016
Q2 		$2.26M Buy
40,484
+5,513
+16% +$286K 1.67% 24
2016
Q1 		$1.89M Buy
34,971
+10,510
+43% +$526K 1.42% 32
2015
Q4 		$1.13M Buy
+24,461
New +$1.11M 0.84% 49

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wolf Group Capital Advisors's VZ Position: Q1 2021 in Review

Wolf Group Capital Advisors sold out of Verizon (VZ) in Q1 2021, closing a stake of 38,837 shares — an estimated $2.28M sold.

Wolf Group Capital Advisors first reported a position in VZ in Q4 2015 and held it in 21 quarters. The position peaked at $3.22M in Q4 2019. 2,840 funds tracked by Wall St. Rank hold VZ as of Q1 2021.

  • Wolf Group Capital Advisors reported no remaining Verizon position as of Q1 2021 after selling out during the quarter.
  • Wolf Group Capital Advisors sold 38,837 Verizon shares in Q1 2021, an estimated $2.28M.
  • Wolf Group Capital Advisors first reported a position in Verizon in Q4 2015 and held it in 21 quarters.
  • Wolf Group Capital Advisors's Verizon position peaked at $3.22M in Q4 2019.
  • 2,840 funds tracked by Wall St. Rank held Verizon as of Q1 2021.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2021, filed 19 Apr 2021.