Kellett Wealth Advisors’s Verizon VZ Stock Holding History

Kellett Wealth 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 Q3	–	Sell	-4,097	Closed	-$208K	–	59
2022 Q2	$208K	Buy	4,097 +3	+0.1%	+$152	0.27%	53
2022 Q1	$209K	Buy	+4,094	New	+$217K	0.17%	61

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kellett Wealth Advisors's VZ Position: Q3 2022 in Review

Kellett Wealth Advisors sold out of Verizon (VZ) in Q3 2022, closing a stake of 4,097 shares — an estimated $208K sold.

Kellett Wealth Advisors first reported a position in VZ in Q1 2022 and held it in 2 quarters. The position peaked at $209K in Q1 2022. 2,758 funds tracked by Wall St. Rank hold VZ as of Q3 2022.

Kellett Wealth Advisors reported no remaining Verizon position as of Q3 2022 after selling out during the quarter.
Kellett Wealth Advisors sold 4,097 Verizon shares in Q3 2022, an estimated $208K.
Kellett Wealth Advisors first reported a position in Verizon in Q1 2022 and held it in 2 quarters.
Kellett Wealth Advisors's Verizon position peaked at $209K in Q1 2022.
2,758 funds tracked by Wall St. Rank held Verizon as of Q3 2022.

Based on Kellett Wealth Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.