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Wheatland Advisors’s Verizon VZ Stock Holding History

Wheatland 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
2020
Q2 		$1.07M Buy
19,404
+1
+0% +$56 4.44% 3
2020
Q1 		$1.04M Sell
19,403
-11,975
-38% -$685K 5.3% 2
2019
Q4 		$1.93M Sell
31,378
-13,993
-31% -$844K 2.46% 7
2019
Q3 		$2.74M Sell
45,371
-5,515
-11% -$318K 2.49% 8
2019
Q2 		$2.91M Sell
50,886
-3,338
-6% -$192K 2.19% 12
2019
Q1 		$3.21M Buy
54,224
+4,132
+8% +$234K 2.45% 11
2018
Q4 		$2.82M Buy
50,092
+6,371
+15% +$362K 2.46% 10
2018
Q3 		$2.33M Buy
43,721
+4,251
+11% +$225K 1.75% 18
2018
Q2 		$1.99M Buy
39,470
+402
+1% +$19.5K 1.61% 20
2018
Q1 		$1.87M Buy
39,068
+1
+0% +$50 1.54% 20
2017
Q4 		$2.07M Buy
39,067
+202
+0.5% +$9.93K 1.67% 20
2017
Q3 		$1.92M Buy
38,865
+2,726
+8% +$128K 1.64% 21
2017
Q2 		$1.61M Sell
36,139
-548
-1% -$25.5K 1.45% 23
2017
Q1 		$1.79M Sell
36,687
-1,515
-4% -$76K 1.6% 21
2016
Q4 		$2.04M Sell
38,202
-199
-0.5% -$9.95K 1.81% 21
2016
Q3 		$2M Buy
38,401
+101
+0.3% +$5.42K 1.88% 21
2016
Q2 		$2.14M Sell
38,300
-1,295
-3% -$67.2K 2.05% 19
2016
Q1 		$2.14M Buy
39,595
+1
+0% +$50 2.19% 16
2015
Q4 		$1.83M Buy
39,594
+1
+0% +$45 1.87% 21
2015
Q3 		$1.72M Sell
39,593
-222
-0.6% -$10.2K 1.87% 20
2015
Q2 		$1.86M Buy
39,815
+2,123
+6% +$104K 1.78% 20
2015
Q1 		$1.83M Buy
37,692
+1
+0% +$48 1.83% 20
2014
Q4 		$1.76M Buy
37,691
+1
+0% +$49 1.72% 23
2014
Q3 		$1.88M Sell
37,690
-70
-0.2% -$3.48K 1.88% 18
2014
Q2 		$1.85M Sell
37,760
-199
-0.5% -$9.64K 1.68% 26
2014
Q1 		$1.81M Buy
37,959
+644
+2% +$30.5K 1.84% 22
2013
Q4 		$1.83M Buy
+37,315
New +$1.83M 1.92% 17

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wheatland Advisors's VZ Position: Q2 2020 in Review

Wheatland Advisors increased its Verizon (VZ) stake by 0.01% in Q2 2020, buying an estimated $56 and bringing the position to 19,404 shares worth $1.07M. The position accounts for 4.44% of the portfolio, ranked #3.

Wheatland Advisors first reported a position in VZ in Q4 2013 and has held it in 27 quarters since. The position peaked at $3.21M in Q1 2019. 2,620 funds tracked by Wall St. Rank hold VZ as of Q2 2020.

  • Wheatland Advisors held 19,404 shares of Verizon worth $1.07M as of Q2 2020.
  • Wheatland Advisors bought 1 Verizon share in Q2 2020, an estimated $56.
  • Verizon made up 4.44% of Wheatland Advisors's portfolio in Q2 2020, its #3 holding.
  • Wheatland Advisors first reported a position in Verizon in Q4 2013 and has held it in 27 quarters since.
  • Wheatland Advisors's Verizon position peaked at $3.21M in Q1 2019.
  • 2,620 funds tracked by Wall St. Rank held Verizon as of Q2 2020.

Based on Wheatland Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.