Levy Wealth Management Group’s Verizon VZ Stock Holding History

Levy Wealth Management Group’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
2023 Q2	–	Sell	-5,305	Closed	-$206K	–	109
2023 Q1	$206K	Buy	5,305 +28	+0.5%	+$1.1K	0.06%	103
2022 Q4	$208K	Sell	5,277 -369	-7%	-$13.9K	0.07%	92
2022 Q3	$214K	Buy	5,646 +72	+1%	+$3.21K	0.09%	73
2022 Q2	$283K	Buy	5,574 +212	+4%	+$10.7K	0.13%	56
2022 Q1	$273K	Buy	5,362 +23	+0.4%	+$1.22K	0.11%	56
2021 Q4	$277K	Buy	5,339 +23	+0.4%	+$1.2K	0.13%	59
2021 Q3	$287K	Buy	5,316 +15	+0.3%	+$830	0.16%	54
2021 Q2	$297K	Buy	5,301 +4	+0.1%	+$230	0.17%	51
2021 Q1	$308K	Sell	5,297 -159	-3%	-$8.97K	0.2%	43
2020 Q4	$321K	Buy	+5,456	New	+$324K	0.23%	39

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Levy Wealth Management Group's VZ Position: Q2 2023 in Review

Levy Wealth Management Group sold out of Verizon (VZ) in Q2 2023, closing a stake of 5,305 shares — an estimated $206K sold.

Levy Wealth Management Group first reported a position in VZ in Q4 2020 and held it in 10 quarters. The position peaked at $321K in Q4 2020. 2,763 funds tracked by Wall St. Rank hold VZ as of Q2 2023.

Levy Wealth Management Group reported no remaining Verizon position as of Q2 2023 after selling out during the quarter.
Levy Wealth Management Group sold 5,305 Verizon shares in Q2 2023, an estimated $206K.
Levy Wealth Management Group first reported a position in Verizon in Q4 2020 and held it in 10 quarters.
Levy Wealth Management Group's Verizon position peaked at $321K in Q4 2020.
2,763 funds tracked by Wall St. Rank held Verizon as of Q2 2023.

Based on Levy Wealth Management Group's 13F filing for Q2 2023, filed 21 Jul 2023.