Landmark Wealth Management (New York)’s Verizon VZ Stock Holding History

Landmark Wealth Management (New York)’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	-4,947	Closed	-$251K	–	69
2022 Q2	$251K	Sell	4,947 -6,039	-55%	-$305K	0.32%	34
2022 Q1	$285K	Buy	+10,986	New	+$582K	0.15%	64

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Landmark Wealth Management (New York)'s VZ Position: Q3 2022 in Review

Landmark Wealth Management (New York) sold out of Verizon (VZ) in Q3 2022, closing a stake of 4,947 shares — an estimated $251K sold.

Landmark Wealth Management (New York) first reported a position in VZ in Q1 2022 and held it in 2 quarters. The position peaked at $285K in Q1 2022. 2,758 funds tracked by Wall St. Rank hold VZ as of Q3 2022.

Landmark Wealth Management (New York) reported no remaining Verizon position as of Q3 2022 after selling out during the quarter.
Landmark Wealth Management (New York) sold 4,947 Verizon shares in Q3 2022, an estimated $251K.
Landmark Wealth Management (New York) first reported a position in Verizon in Q1 2022 and held it in 2 quarters.
Landmark Wealth Management (New York)'s Verizon position peaked at $285K in Q1 2022.
2,758 funds tracked by Wall St. Rank held Verizon as of Q3 2022.

Based on Landmark Wealth Management (New York)'s 13F filing for Q3 2022, filed 24 Oct 2022.