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Lenox Wealth Advisors’s Verizon VZ Stock Holding History

Lenox Wealth Advisors’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
Q1 		$294K Buy
5,488
+1,788
+48% +$94.7K 0.04% 87
2021
Q4 		$192K Buy
3,700
+106
+3% +$5.53K 0.02% 113
2021
Q3 		$194K Buy
3,594
+140
+4% +$7.74K 0.03% 104
2021
Q2 		$194K Buy
3,454
+3,266
+1,737% +$187K 0.02% 106
2021
Q1 		$11K Buy
188
+118
+169% +$6.66K ﹤0.01% 411
2020
Q4 		$4K Sell
70
-217
-76% -$12.9K ﹤0.01% 540
2020
Q3 		$17K Sell
287
-1,508
-84% -$87.6K ﹤0.01% 313
2020
Q2 		$99K Buy
1,795
+1,157
+181% +$65.1K 0.02% 106
2020
Q1 		$34K Sell
638
-34
-5% -$1.95K 0.01% 177
2019
Q4 		$41K Buy
672
+34
+5% +$2.05K 0.01% 204
2019
Q3 		$39K Buy
+638
New +$36.7K 0.01% 178
2018
Q3 		– Sell
-43
Closed -$2K – 522
2018
Q2 		$2K Sell
43
-57
-57% -$2.76K ﹤0.01% 497
2018
Q1 		$5K Hold
100
– – ﹤0.01% 422
2017
Q4 		$5K Buy
100
+93
+1,329% +$4.57K ﹤0.01% 230
2017
Q3 		$0 Buy
+7
New +$329 ﹤0.01% 288
2016
Q2 		– Sell
-91
Closed -$5K – 264
2016
Q1 		$5K Sell
91
-953
-91% -$47.7K ﹤0.01% 199
2015
Q4 		$48K Sell
1,044
-200
-16% -$9.08K 0.02% 91
2015
Q3 		$54K Buy
1,244
+983
+377% +$45.4K 0.02% 78
2015
Q2 		$12K Sell
261
-853
-77% -$41.8K 0.01% 129
2015
Q1 		$54K Hold
1,114
– – 0.02% 78
2014
Q4 		$52K Buy
1,114
+85
+8% +$4.16K 0.02% 80
2014
Q3 		$51K Hold
1,029
– – 0.02% 75
2014
Q2 		$50K Buy
1,029
+261
+34% +$12.6K 0.02% 61
2014
Q1 		$37K Buy
768
+642
+510% +$30.4K 0.02% 71
2013
Q4 		$6K Sell
126
-14
-10% -$688 ﹤0.01% 223
2013
Q3 		$7K Sell
140
-306
-69% -$14.9K 0.01% 132
2013
Q2 		$22K Buy
+446
New +$22.8K 0.02% 66

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lenox Wealth Advisors's VZ Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Verizon (VZ) stake by 48% in Q1 2022, buying an estimated $94.7K and bringing the position to 5,488 shares worth $294K. The position accounts for 0.04% of the portfolio, ranked #87.

Lenox Wealth Advisors first reported a position in VZ in Q2 2013 and has held it in 27 quarters since. 3,019 funds tracked by Wall St. Rank hold VZ as of Q1 2022.

  • Lenox Wealth Advisors held 5,488 shares of Verizon worth $294K as of Q1 2022.
  • Lenox Wealth Advisors bought 1,788 Verizon shares in Q1 2022, an estimated $94.7K.
  • Verizon made up 0.04% of Lenox Wealth Advisors's portfolio in Q1 2022, its #87 holding.
  • Lenox Wealth Advisors first reported a position in Verizon in Q2 2013 and has held it in 27 quarters since.
  • 3,019 funds tracked by Wall St. Rank held Verizon as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.