KIA
VZ icon

Kopp Investment Advisors’s Verizon VZ Stock Holding History

Kopp 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
2019
Q3 		$479K Sell
7,936
-586
-7% -$33.7K 0.88% 32
2019
Q2 		$487K Sell
8,522
-4,936
-37% -$284K 0.55% 35
2019
Q1 		$796K Buy
13,458
+58
+0.4% +$3.29K 0.64% 35
2018
Q4 		$753K Buy
13,400
+389
+3% +$22.1K 0.73% 34
2018
Q3 		$695K Buy
13,011
+246
+2% +$13K 0.58% 39
2018
Q2 		$642K Buy
12,765
+68
+0.5% +$3.29K 0.6% 41
2018
Q1 		$607K Sell
12,697
-458
-3% -$23K 0.62% 46
2017
Q4 		$696K Sell
13,155
-113
-0.9% -$5.56K 0.7% 46
2017
Q3 		$657K Sell
13,268
-417
-3% -$19.6K 0.6% 45
2017
Q2 		$611K Buy
13,685
+447
+3% +$20.8K 0.55% 46
2017
Q1 		$645K Sell
13,238
-339
-2% -$17K 0.63% 46
2016
Q4 		$725K Sell
13,577
-869
-6% -$43.4K 0.77% 43
2016
Q3 		$751K Sell
14,446
-2,445
-14% -$131K 0.74% 42
2016
Q2 		$943K Sell
16,891
-350
-2% -$18.2K 0.5% 35
2016
Q1 		$932K Sell
17,241
-455
-3% -$22.8K 0.51% 39
2015
Q4 		$818K Hold
17,696
– – 0.4% 43
2015
Q3 		$770K Sell
17,696
-495
-3% -$22.8K 0.41% 47
2015
Q2 		$848K Buy
18,191
+60
+0.3% +$2.94K 0.38% 48
2015
Q1 		$882K Buy
18,131
+28
+0.2% +$1.35K 0.39% 47
2014
Q4 		$847K Sell
18,103
-618
-3% -$30.2K 0.41% 49
2014
Q3 		$936K Buy
18,721
+60
+0.3% +$2.98K 0.46% 43
2014
Q2 		$913K Sell
18,661
-140
-0.7% -$6.78K 0.42% 50
2014
Q1 		$894K Buy
18,801
+255
+1% +$12.1K 0.37% 51
2013
Q4 		$911K Buy
18,546
+185
+1% +$9.1K 0.41% 43
2013
Q3 		$857K Sell
18,361
-170
-0.9% -$8.3K 0.31% 63
2013
Q2 		$933K Buy
+18,531
New +$946K 0.36% 54

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kopp Investment Advisors's VZ Position: Q3 2019 in Review

Kopp Investment Advisors reduced its Verizon (VZ) stake by 6.9% in Q3 2019, selling an estimated $33.7K and leaving 7,936 shares worth $479K. The position accounts for 0.88% of the portfolio, ranked #32.

Kopp Investment Advisors first reported a position in VZ in Q2 2013 and has held it in 26 quarters since. The position peaked at $943K in Q2 2016. 2,401 funds tracked by Wall St. Rank hold VZ as of Q3 2019.

  • Kopp Investment Advisors held 7,936 shares of Verizon worth $479K as of Q3 2019.
  • Kopp Investment Advisors sold 586 Verizon shares in Q3 2019, an estimated $33.7K.
  • Verizon made up 0.88% of Kopp Investment Advisors's portfolio in Q3 2019, its #32 holding.
  • Kopp Investment Advisors first reported a position in Verizon in Q2 2013 and has held it in 26 quarters since.
  • Kopp Investment Advisors's Verizon position peaked at $943K in Q2 2016.
  • 2,401 funds tracked by Wall St. Rank held Verizon as of Q3 2019.

Based on Kopp Investment Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.