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Legacy Wealth Partners (California)’s Verizon VZ Stock Holding History

Legacy Wealth Partners (California)’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
Q1 		– Sell
-5,377
Closed -$316K – 98
2020
Q4 		$316K Sell
5,377
-17
-0.3% -$1.01K 0.2% 78
2020
Q3 		$321K Buy
+5,394
New +$313K 0.23% 72

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Legacy Wealth Partners (California)'s VZ Position: Q1 2021 in Review

Legacy Wealth Partners (California) sold out of Verizon (VZ) in Q1 2021, closing a stake of 5,377 shares — an estimated $316K sold.

Legacy Wealth Partners (California) first reported a position in VZ in Q3 2020 and held it in 2 quarters. The position peaked at $321K in Q3 2020. 2,840 funds tracked by Wall St. Rank hold VZ as of Q1 2021.

  • Legacy Wealth Partners (California) reported no remaining Verizon position as of Q1 2021 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 5,377 Verizon shares in Q1 2021, an estimated $316K.
  • Legacy Wealth Partners (California) first reported a position in Verizon in Q3 2020 and held it in 2 quarters.
  • Legacy Wealth Partners (California)'s Verizon position peaked at $321K in Q3 2020.
  • 2,840 funds tracked by Wall St. Rank held Verizon as of Q1 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q1 2021, filed 12 May 2021.