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Lineweaver Wealth Advisors’s Verizon VZ Stock Holding History

Lineweaver Wealth 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
2023
Q3 		– Sell
-6,794
Closed -$253K – 146
2023
Q2 		$253K Sell
6,794
-45,925
-87% -$1.7M 0.07% 107
2023
Q1 		$2.05M Buy
52,719
+5,205
+11% +$205K 0.63% 37
2022
Q4 		$1.87M Sell
47,514
-2,913
-6% -$110K 0.57% 41
2022
Q3 		$1.92M Buy
50,427
+5,484
+12% +$244K 0.62% 33
2022
Q2 		$2.28M Buy
44,943
+5,944
+15% +$301K 0.75% 25
2022
Q1 		$1.99M Buy
38,999
+8,669
+29% +$459K 0.57% 35
2021
Q4 		$1.57M Buy
30,330
+2,596
+9% +$135K 0.45% 40
2021
Q3 		$1.5M Buy
27,734
+5,186
+23% +$287K 0.46% 40
2021
Q2 		$1.26M Buy
22,548
+3,719
+20% +$213K 0.41% 41
2021
Q1 		$1.09M Buy
18,829
+3,774
+25% +$213K 0.39% 39
2020
Q4 		$884K Buy
15,055
+1,327
+10% +$78.8K 0.35% 37
2020
Q3 		$816K Buy
13,728
+2,987
+28% +$174K 0.36% 35
2020
Q2 		$592K Buy
10,741
+2,046
+24% +$115K 0.3% 38
2020
Q1 		$467K Buy
8,695
+1,689
+24% +$96.6K 0.29% 40
2019
Q4 		$430K Buy
+7,006
New +$423K 0.24% 39

Other funds holding VZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lineweaver Wealth Advisors's VZ Position: Q3 2023 in Review

Lineweaver Wealth Advisors sold out of Verizon (VZ) in Q3 2023, closing a stake of 6,794 shares — an estimated $253K sold.

Lineweaver Wealth Advisors first reported a position in VZ in Q4 2019 and held it in 15 quarters. The position peaked at $2.28M in Q2 2022. 2,610 funds tracked by Wall St. Rank hold VZ as of Q3 2023.

  • Lineweaver Wealth Advisors reported no remaining Verizon position as of Q3 2023 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 6,794 Verizon shares in Q3 2023, an estimated $253K.
  • Lineweaver Wealth Advisors first reported a position in Verizon in Q4 2019 and held it in 15 quarters.
  • Lineweaver Wealth Advisors's Verizon position peaked at $2.28M in Q2 2022.
  • 2,610 funds tracked by Wall St. Rank held Verizon as of Q3 2023.

Based on Lineweaver Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.