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Legacy Wealth Management (Mississippi)’s Verizon VZ Stock Holding History

Legacy Wealth Management (Mississippi)’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
Q4 		– Sell
-6,600
Closed -$356K – 107
2021
Q3 		$356K Sell
6,600
-550
-8% -$30.4K 0.19% 88
2021
Q2 		$401K Buy
+7,150
New +$410K 0.22% 80

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Legacy Wealth Management (Mississippi)'s VZ Position: Q4 2021 in Review

Legacy Wealth Management (Mississippi) sold out of Verizon (VZ) in Q4 2021, closing a stake of 6,600 shares — an estimated $356K sold.

Legacy Wealth Management (Mississippi) first reported a position in VZ in Q2 2021 and held it in 2 quarters. The position peaked at $401K in Q2 2021. 3,013 funds tracked by Wall St. Rank hold VZ as of Q4 2021.

  • Legacy Wealth Management (Mississippi) reported no remaining Verizon position as of Q4 2021 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 6,600 Verizon shares in Q4 2021, an estimated $356K.
  • Legacy Wealth Management (Mississippi) first reported a position in Verizon in Q2 2021 and held it in 2 quarters.
  • Legacy Wealth Management (Mississippi)'s Verizon position peaked at $401K in Q2 2021.
  • 3,013 funds tracked by Wall St. Rank held Verizon as of Q4 2021.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q4 2021, filed 12 Dec 2024.