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Ulland Investment Advisors’s Verizon VZ Stock Holding History

Ulland 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
Q3 		– Sell
-1,280
Closed -$65K – 249
2022
Q2 		$65K Sell
1,280
-105
-8% -$5.31K 0.07% 88
2022
Q1 		$71K Buy
1,385
+105
+8% +$5.56K 0.05% 89
2021
Q4 		$67K Buy
+1,280
New +$66.8K 0.04% 96

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ulland Investment Advisors's VZ Position: Q3 2022 in Review

Ulland Investment Advisors sold out of Verizon (VZ) in Q3 2022, closing a stake of 1,280 shares — an estimated $65K sold.

Ulland Investment Advisors first reported a position in VZ in Q4 2021 and held it in 3 quarters. The position peaked at $71K in Q1 2022. 2,758 funds tracked by Wall St. Rank hold VZ as of Q3 2022.

  • Ulland Investment Advisors reported no remaining Verizon position as of Q3 2022 after selling out during the quarter.
  • Ulland Investment Advisors sold 1,280 Verizon shares in Q3 2022, an estimated $65K.
  • Ulland Investment Advisors first reported a position in Verizon in Q4 2021 and held it in 3 quarters.
  • Ulland Investment Advisors's Verizon position peaked at $71K in Q1 2022.
  • 2,758 funds tracked by Wall St. Rank held Verizon as of Q3 2022.

Based on Ulland Investment Advisors's 13F filing for Q3 2022, filed 12 Oct 2022.