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Gupta Wealth Management’s Verizon VZ Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$886K Sell
16,380
-375
-2% -$18.8K 0.21% 99
2015
Q4 		$774K Sell
16,755
-36
-0.2% -$1.64K 0.2% 103
2015
Q3 		$731K Sell
16,791
-912
-5% -$42.1K 0.18% 111
2015
Q2 		$825K Buy
17,703
+2,476
+16% +$121K 0.2% 106
2015
Q1 		$740K Buy
+15,227
New +$735K 0.22% 100

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gupta Wealth Management's VZ Position: Q1 2016 in Review

Gupta Wealth Management reduced its Verizon (VZ) stake by 2.2% in Q1 2016, selling an estimated $18.8K and leaving 16,380 shares worth $886K. The position accounts for 0.21% of the portfolio, ranked #99.

Gupta Wealth Management first reported a position in VZ in Q1 2015 and has held it in 5 quarters since. 1,903 funds tracked by Wall St. Rank hold VZ as of Q1 2016.

  • Gupta Wealth Management held 16,380 shares of Verizon worth $886K as of Q1 2016.
  • Gupta Wealth Management sold 375 Verizon shares in Q1 2016, an estimated $18.8K.
  • Verizon made up 0.21% of Gupta Wealth Management's portfolio in Q1 2016, its #99 holding.
  • Gupta Wealth Management first reported a position in Verizon in Q1 2015 and has held it in 5 quarters since.
  • 1,903 funds tracked by Wall St. Rank held Verizon as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.