Nicola Wealth Management’s Verizon VZ Stock Holding History

Nicola 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
2021 Q2	–	Sell	-295,000	Closed	-$17.2M	–	120
2021 Q1	$17.2M	Hold	295,000	–	–	1.92%	8
2020 Q4	$17.3M	Sell	295,000 -15,000	-5%	-$891K	2.16%	7
2020 Q3	$18.4M	Sell	310,000 -5,000	-2%	-$291K	2.63%	3
2020 Q2	$17.4M	Buy	315,000 +45,000	+17%	+$2.53M	2.4%	5
2020 Q1	$14.5M	Buy	+270,000	New	+$15.4M	2.18%	8

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Nicola Wealth Management's VZ Position: Q2 2021 in Review

Nicola Wealth Management sold out of Verizon (VZ) in Q2 2021, closing a stake of 295,000 shares — an estimated $17.2M sold.

Nicola Wealth Management first reported a position in VZ in Q1 2020 and held it in 5 quarters. The position peaked at $18.4M in Q3 2020. 2,816 funds tracked by Wall St. Rank hold VZ as of Q2 2021.

Nicola Wealth Management reported no remaining Verizon position as of Q2 2021 after selling out during the quarter.
Nicola Wealth Management sold 295,000 Verizon shares in Q2 2021, an estimated $17.2M.
Nicola Wealth Management first reported a position in Verizon in Q1 2020 and held it in 5 quarters.
Nicola Wealth Management's Verizon position peaked at $18.4M in Q3 2020.
2,816 funds tracked by Wall St. Rank held Verizon as of Q2 2021.

Based on Nicola Wealth Management's 13F filing for Q2 2021, filed 12 Aug 2021.