Kula Investments’s Verizon VZ Stock Holding History

Kula Investments’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
2023 Q1	–	Sell	-24,131	Closed	-$951K	–	873
2022 Q4	$951K	Buy	+24,131	New	+$909K	0.28%	58

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Kula Investments's VZ Position: Q1 2023 in Review

Kula Investments sold out of Verizon (VZ) in Q1 2023, closing a stake of 24,131 shares — an estimated $951K sold.

Kula Investments first reported a position in VZ in Q4 2022 and held it in 1 quarter. The position peaked at $951K in Q4 2022. 2,828 funds tracked by Wall St. Rank hold VZ as of Q1 2023.

Kula Investments reported no remaining Verizon position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 24,131 Verizon shares in Q1 2023, an estimated $951K.
Kula Investments first reported a position in Verizon in Q4 2022 and held it in 1 quarter.
Kula Investments's Verizon position peaked at $951K in Q4 2022.
2,828 funds tracked by Wall St. Rank held Verizon as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.