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Lighthouse Financial Advisors’s Verizon VZ Stock Holding History

Lighthouse Financial 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
2020
Q2 		– Sell
-4,301
Closed -$223K – 105
2020
Q1 		$223K Sell
4,301
-70
-2% -$4K 0.14% 71
2019
Q4 		$268K Buy
+4,371
New +$264K 0.13% 69

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lighthouse Financial Advisors's VZ Position: Q2 2020 in Review

Lighthouse Financial Advisors sold out of Verizon (VZ) in Q2 2020, closing a stake of 4,301 shares — an estimated $223K sold.

Lighthouse Financial Advisors first reported a position in VZ in Q4 2019 and held it in 2 quarters. The position peaked at $268K in Q4 2019. 2,621 funds tracked by Wall St. Rank hold VZ as of Q2 2020.

  • Lighthouse Financial Advisors reported no remaining Verizon position as of Q2 2020 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 4,301 Verizon shares in Q2 2020, an estimated $223K.
  • Lighthouse Financial Advisors first reported a position in Verizon in Q4 2019 and held it in 2 quarters.
  • Lighthouse Financial Advisors's Verizon position peaked at $268K in Q4 2019.
  • 2,621 funds tracked by Wall St. Rank held Verizon as of Q2 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.