Dynasty Wealth Management’s Verizon VZ Stock Holding History

Dynasty 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
2018 Q4	–	Sell	-11,016	Closed	-$588K	–	105
2018 Q3	$588K	Buy	11,016 +6,940	+170%	+$367K	0.76%	29
2018 Q2	$205K	Buy	+4,076	New	+$197K	0.42%	64
2018 Q1	–	Sell	-5,522	Closed	-$292K	–	97
2017 Q4	$292K	Buy	+5,522	New	+$272K	0.5%	62

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Dynasty Wealth Management's VZ Position: Q4 2018 in Review

Dynasty Wealth Management sold out of Verizon (VZ) in Q4 2018, closing a stake of 11,016 shares — an estimated $588K sold.

Dynasty Wealth Management first reported a position in VZ in Q4 2017 and held it in 3 quarters. The position peaked at $588K in Q3 2018. 2,367 funds tracked by Wall St. Rank hold VZ as of Q4 2018.

Dynasty Wealth Management reported no remaining Verizon position as of Q4 2018 after selling out during the quarter.
Dynasty Wealth Management sold 11,016 Verizon shares in Q4 2018, an estimated $588K.
Dynasty Wealth Management first reported a position in Verizon in Q4 2017 and held it in 3 quarters.
Dynasty Wealth Management's Verizon position peaked at $588K in Q3 2018.
2,367 funds tracked by Wall St. Rank held Verizon as of Q4 2018.

Based on Dynasty Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.