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Jackson Creek Investment Advisors’s Verizon VZ Stock Holding History

Jackson Creek 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
2022
Q2 		– Sell
-6,938
Closed -$353K – 384
2022
Q1 		$353K Sell
6,938
-230
-3% -$12.2K 0.13% 274
2021
Q4 		$372K Sell
7,168
-6,421
-47% -$335K 0.13% 260
2021
Q3 		$734K Buy
13,589
+1,049
+8% +$58K 0.27% 193
2021
Q2 		$703K Sell
12,540
-43
-0.3% -$2.47K 0.26% 199
2021
Q1 		$732K Buy
12,583
+275
+2% +$15.5K 0.25% 197
2020
Q4 		$723K Sell
12,308
-2,357
-16% -$140K 0.28% 195
2020
Q3 		$872K Buy
+14,665
New +$852K 0.39% 90

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jackson Creek Investment Advisors's VZ Position: Q2 2022 in Review

Jackson Creek Investment Advisors sold out of Verizon (VZ) in Q2 2022, closing a stake of 6,938 shares — an estimated $353K sold.

Jackson Creek Investment Advisors first reported a position in VZ in Q3 2020 and held it in 7 quarters. The position peaked at $872K in Q3 2020. 2,970 funds tracked by Wall St. Rank hold VZ as of Q2 2022.

  • Jackson Creek Investment Advisors reported no remaining Verizon position as of Q2 2022 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 6,938 Verizon shares in Q2 2022, an estimated $353K.
  • Jackson Creek Investment Advisors first reported a position in Verizon in Q3 2020 and held it in 7 quarters.
  • Jackson Creek Investment Advisors's Verizon position peaked at $872K in Q3 2020.
  • 2,970 funds tracked by Wall St. Rank held Verizon as of Q2 2022.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.