LifePro Asset Management’s Verizon VZ Stock Holding History

LifePro Asset Management’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 Q2	–	Sell	-37,099	Closed	-$1.56M	–	146
2024 Q1	$1.56M	Buy	37,099 +4,933	+15%	+$199K	1.03%	32
2023 Q4	$1.21M	Buy	+32,166	New	+$1.14M	0.94%	35
2022 Q3	–	Sell	-4,229	Closed	-$215K	–	130
2022 Q2	$215K	Buy	4,229 +240	+6%	+$12.1K	0.11%	110
2022 Q1	$203K	Buy	3,989 +97	+2%	+$5.14K	0.07%	124
2021 Q4	$202K	Buy	+3,892	New	+$203K	0.06%	123

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

Norges Bank Oslo, Norway $935B AUM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

LifePro Asset Management's VZ Position: Q2 2024 in Review

LifePro Asset Management sold out of Verizon (VZ) in Q2 2024, closing a stake of 37,099 shares — an estimated $1.56M sold.

LifePro Asset Management first reported a position in VZ in Q4 2021 and held it in 5 quarters. The position peaked at $1.56M in Q1 2024. 2,887 funds tracked by Wall St. Rank hold VZ as of Q2 2024.

LifePro Asset Management reported no remaining Verizon position as of Q2 2024 after selling out during the quarter.
LifePro Asset Management sold 37,099 Verizon shares in Q2 2024, an estimated $1.56M.
LifePro Asset Management first reported a position in Verizon in Q4 2021 and held it in 5 quarters.
LifePro Asset Management's Verizon position peaked at $1.56M in Q1 2024.
2,887 funds tracked by Wall St. Rank held Verizon as of Q2 2024.

Based on LifePro Asset Management's 13F filing for Q2 2024, filed 10 Jul 2024.