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Bel Air Investment Advisors’s Verizon VZ Stock Holding History

Bel Air 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
Q2 		$1.24M Sell
22,149
-3,803
-15% -$218K 0.04% 166
2021
Q1 		$1.51M Buy
+25,952
New +$1.46M 0.05% 150
2013
Q3 		$2.05M Buy
43,835
+15,045
+52% +$734K 0.29% 37
2013
Q2 		$1.45M Buy
+28,790
New +$1.47M 0.21% 44

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Bel Air Investment Advisors's VZ Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its Verizon (VZ) stake by 15% in Q2 2021, selling an estimated $218K and leaving 22,149 shares worth $1.24M. The position accounts for 0.04% of the portfolio, ranked #166.

Bel Air Investment Advisors first reported a position in VZ in Q2 2013 and has held it in 4 quarters since. The position peaked at $2.05M in Q3 2013. 2,815 funds tracked by Wall St. Rank hold VZ as of Q2 2021.

  • Bel Air Investment Advisors held 22,149 shares of Verizon worth $1.24M as of Q2 2021.
  • Bel Air Investment Advisors sold 3,803 Verizon shares in Q2 2021, an estimated $218K.
  • Verizon made up 0.04% of Bel Air Investment Advisors's portfolio in Q2 2021, its #166 holding.
  • Bel Air Investment Advisors first reported a position in Verizon in Q2 2013 and has held it in 4 quarters since.
  • Bel Air Investment Advisors's Verizon position peaked at $2.05M in Q3 2013.
  • 2,815 funds tracked by Wall St. Rank held Verizon as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.