Lake Point Wealth Management’s Verizon VZ Stock Holding History

Lake Point 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
2022 Q2	$10K	Buy	206 +1	+0.5%	+$51	0.01%	157
2022 Q1	$10K	Sell	205 -100	-33%	-$5.3K	﹤0.01%	168
2021 Q4	$16K	Hold	305	–	–	0.01%	135
2021 Q3	$16K	Sell	305 -56	-16%	-$3.1K	0.01%	129
2021 Q2	$20K	Buy	+361	New	+$20.7K	0.01%	120
2020 Q1	$31K	Sell	574 -168	-23%	-$9.61K	0.03%	67
2019 Q4	$46K	Buy	+742	New	+$44.8K	0.02%	123
2019 Q2	$54K	Hold	940	–	–	0.02%	128
2019 Q1	$54K	Sell	940 -14,625	-94%	-$828K	0.02%	128
2018 Q4	$875K	Buy	+15,565	New	+$883K	0.33%	56

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Lake Point Wealth Management's VZ Position: Q2 2022 in Review

Lake Point Wealth Management increased its Verizon (VZ) stake by 0.49% in Q2 2022, buying an estimated $51 and bringing the position to 206 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #157.

Lake Point Wealth Management first reported a position in VZ in Q4 2018 and has held it in 10 quarters since. The position peaked at $875K in Q4 2018. 2,969 funds tracked by Wall St. Rank hold VZ as of Q2 2022.

Lake Point Wealth Management held 206 shares of Verizon worth $10K as of Q2 2022.
Lake Point Wealth Management bought 1 Verizon share in Q2 2022, an estimated $51.
Verizon made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #157 holding.
Lake Point Wealth Management first reported a position in Verizon in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Verizon position peaked at $875K in Q4 2018.
2,969 funds tracked by Wall St. Rank held Verizon as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.