LifeWealth Investments’s Verizon VZ Stock Holding History

LifeWealth Investments’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
2025 Q1	–	Sell	-10,042	Closed	-$402K	–	178
2024 Q4	$402K	Buy	+10,042	New	+$424K	0.27%	79

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LifeWealth Investments's VZ Position: Q1 2025 in Review

LifeWealth Investments sold out of Verizon (VZ) in Q1 2025, closing a stake of 10,042 shares — an estimated $402K sold.

LifeWealth Investments first reported a position in VZ in Q4 2024 and held it in 1 quarter. The position peaked at $402K in Q4 2024. 3,054 funds tracked by Wall St. Rank hold VZ as of Q1 2025.

LifeWealth Investments reported no remaining Verizon position as of Q1 2025 after selling out during the quarter.
LifeWealth Investments sold 10,042 Verizon shares in Q1 2025, an estimated $402K.
LifeWealth Investments first reported a position in Verizon in Q4 2024 and held it in 1 quarter.
LifeWealth Investments's Verizon position peaked at $402K in Q4 2024.
3,054 funds tracked by Wall St. Rank held Verizon as of Q1 2025.

Based on LifeWealth Investments's 13F filing for Q1 2025, filed 21 Apr 2025.