Legacy Wealth Planning’s Verizon VZ Stock Holding History

Legacy Wealth Planning’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	$326K	Sell	8,597 -491	-5%	-$21.9K	0.54%	48
2022 Q2	$461K	Buy	9,088 +425	+5%	+$21.5K	0.66%	37
2022 Q1	$441K	Sell	8,663 -96	-1%	-$5.08K	0.52%	42
2021 Q4	$455K	Sell	8,759 -925	-10%	-$48.3K	0.52%	41
2021 Q3	$523K	Buy	9,684 +10	+0.1%	+$553	0.59%	38
2021 Q2	$542K	Sell	9,674 -267	-3%	-$15.3K	0.62%	39
2021 Q1	$578K	Buy	9,941 +1,242	+14%	+$70.1K	0.74%	35
2020 Q4	$511K	Sell	8,699 -28	-0.3%	-$1.66K	0.66%	35
2020 Q3	$519K	Buy	8,727 +653	+8%	+$37.9K	0.59%	33
2020 Q2	$445K	Buy	8,074 +10	+0.1%	+$563	0.53%	36
2020 Q1	$433K	Sell	8,064 -66	-0.8%	-$3.78K	0.69%	31
2019 Q4	$499K	Buy	+8,130	New	+$490K	0.57%	37

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

Legacy Wealth Planning's VZ Position: Q3 2022 in Review

Legacy Wealth Planning reduced its Verizon (VZ) stake by 5.4% in Q3 2022, selling an estimated $21.9K and leaving 8,597 shares worth $326K. The position accounts for 0.54% of the portfolio, ranked #48.

Legacy Wealth Planning first reported a position in VZ in Q4 2019 and has held it in 12 quarters since. The position peaked at $578K in Q1 2021. 2,759 funds tracked by Wall St. Rank hold VZ as of Q3 2022.

Legacy Wealth Planning held 8,597 shares of Verizon worth $326K as of Q3 2022.
Legacy Wealth Planning sold 491 Verizon shares in Q3 2022, an estimated $21.9K.
Verizon made up 0.54% of Legacy Wealth Planning's portfolio in Q3 2022, its #48 holding.
Legacy Wealth Planning first reported a position in Verizon in Q4 2019 and has held it in 12 quarters since.
Legacy Wealth Planning's Verizon position peaked at $578K in Q1 2021.
2,759 funds tracked by Wall St. Rank held Verizon as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.