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Wunderlich Capital Managemnt’s Verizon VZ Stock Holding History

Wunderlich Capital Managemnt’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
Q3 		– Sell
-24,410
Closed -$1.37M – 94
2021
Q2 		$1.37M Buy
24,410
+655
+3% +$37.6K 0.69% 63
2021
Q1 		$1.38M Buy
23,755
+368
+2% +$20.8K 0.76% 62
2020
Q4 		$1.37M Buy
23,387
+29
+0.1% +$1.72K 0.76% 62
2020
Q3 		$1.39M Buy
23,358
+530
+2% +$30.8K 0.86% 56
2020
Q2 		$1.26M Buy
22,828
+230
+1% +$12.9K 0.88% 56
2020
Q1 		$1.21M Sell
22,598
-258
-1% -$14.8K 1% 48
2019
Q4 		$1.4M Buy
22,856
+120
+0.5% +$7.24K 0.88% 64
2019
Q3 		$1.37M Buy
22,736
+67
+0.3% +$3.86K 0.94% 61
2019
Q2 		$1.29M Buy
22,669
+860
+4% +$49.6K 0.86% 66
2019
Q1 		$1.29M Buy
21,809
+503
+2% +$28.5K 0.9% 62
2018
Q4 		$1.2M Sell
21,306
-48
-0.2% -$2.72K 0.92% 60
2018
Q3 		$1.14M Sell
21,354
-634
-3% -$33.6K 0.81% 65
2018
Q2 		$1.11M Buy
21,988
+486
+2% +$23.5K 0.77% 67
2018
Q1 		$1.03M Buy
21,502
+45
+0.2% +$2.26K 0.71% 76
2017
Q4 		$1.14M Buy
21,457
+498
+2% +$24.5K 0.79% 69
2017
Q3 		$1.04M Sell
20,959
-13
-0.1% -$612 0.77% 71
2017
Q2 		$937K Sell
20,972
-155
-0.7% -$7.22K 0.7% 72
2017
Q1 		$1.03M Buy
21,127
+337
+2% +$16.9K 0.8% 64
2016
Q4 		$1.11M Sell
20,790
-21
-0.1% -$1.05K 0.9% 63
2016
Q3 		$1.08M Buy
20,811
+519
+3% +$27.9K 0.86% 66
2016
Q2 		$1.13M Buy
20,292
+187
+0.9% +$9.7K 0.96% 63
2016
Q1 		$1.09M Buy
20,105
+342
+2% +$17.1K 0.93% 65
2015
Q4 		$913K Buy
+19,763
New +$897K 0.78% 66
2014
Q2 		– Sell
-6,402
Closed -$300K – 92
2014
Q1 		$300K Buy
+6,402
New +$303K 0.28% 85

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wunderlich Capital Managemnt's VZ Position: Q3 2021 in Review

Wunderlich Capital Managemnt sold out of Verizon (VZ) in Q3 2021, closing a stake of 24,410 shares — an estimated $1.37M sold.

Wunderlich Capital Managemnt first reported a position in VZ in Q1 2014 and held it in 24 quarters. The position peaked at $1.4M in Q4 2019. 2,785 funds tracked by Wall St. Rank hold VZ as of Q3 2021.

  • Wunderlich Capital Managemnt reported no remaining Verizon position as of Q3 2021 after selling out during the quarter.
  • Wunderlich Capital Managemnt sold 24,410 Verizon shares in Q3 2021, an estimated $1.37M.
  • Wunderlich Capital Managemnt first reported a position in Verizon in Q1 2014 and held it in 24 quarters.
  • Wunderlich Capital Managemnt's Verizon position peaked at $1.4M in Q4 2019.
  • 2,785 funds tracked by Wall St. Rank held Verizon as of Q3 2021.

Based on Wunderlich Capital Managemnt's 13F filing for Q3 2021, filed 15 Nov 2021.