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Life Planning Partners’s Verizon VZ Stock Holding History

Life Planning Partners’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
2024
Q1 		– Sell
-1,195
Closed -$45.1K – 253
2023
Q4 		$45.1K Buy
+1,195
New +$42.3K 0.04% 108
2022
Q3 		$53K Hold
1,395
– – 0.06% 87
2022
Q2 		$70K Hold
1,395
– – 0.08% 76
2022
Q1 		$70K Hold
1,395
– – 0.07% 74
2021
Q4 		$72K Buy
+1,395
New +$72.8K 0.07% 76

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Life Planning Partners's VZ Position: Q1 2024 in Review

Life Planning Partners sold out of Verizon (VZ) in Q1 2024, closing a stake of 1,195 shares — an estimated $45.1K sold.

Life Planning Partners first reported a position in VZ in Q4 2021 and held it in 5 quarters. The position peaked at $72K in Q4 2021. 2,863 funds tracked by Wall St. Rank hold VZ as of Q1 2024.

  • Life Planning Partners reported no remaining Verizon position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 1,195 Verizon shares in Q1 2024, an estimated $45.1K.
  • Life Planning Partners first reported a position in Verizon in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's Verizon position peaked at $72K in Q4 2021.
  • 2,863 funds tracked by Wall St. Rank held Verizon as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.