Lucia Wealth Services’s Verizon VZ Stock Holding History

Lucia Wealth Services’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 Q3	$75K	Sell	1,264 -380	-23%	-$22.1K	0.02%	151
2020 Q2	$91K	Buy	1,644 +92	+6%	+$5.17K	0.02%	144
2020 Q1	$83K	Buy	1,552 +580	+60%	+$33.2K	0.03%	153
2019 Q4	$60K	Buy	972 +28	+3%	+$1.69K	0.02%	149
2019 Q3	$57K	Buy	944 +100	+12%	+$5.76K	0.02%	132
2019 Q2	$48K	Sell	844 -615	-42%	-$35.4K	0.02%	147
2019 Q1	$86K	Buy	1,459 +826	+130%	+$46.8K	0.03%	144
2018 Q4	$36K	Sell	633 -1,279	-67%	-$72.6K	0.02%	149
2018 Q3	$102K	Buy	1,912 +98	+5%	+$5.19K	0.03%	160
2018 Q2	$91K	Buy	1,814 +398	+28%	+$19.3K	0.04%	144
2018 Q1	$68K	Buy	+1,416	New	+$71.2K	0.02%	138

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lucia Wealth Services's VZ Position: Q3 2020 in Review

Lucia Wealth Services reduced its Verizon (VZ) stake by 23% in Q3 2020, selling an estimated $22.1K and leaving 1,264 shares worth $75K. The position accounts for 0.02% of the portfolio, ranked #151.

Lucia Wealth Services first reported a position in VZ in Q1 2018 and has held it in 11 quarters since. The position peaked at $102K in Q3 2018. 2,626 funds tracked by Wall St. Rank hold VZ as of Q3 2020.

Lucia Wealth Services held 1,264 shares of Verizon worth $75K as of Q3 2020.
Lucia Wealth Services sold 380 Verizon shares in Q3 2020, an estimated $22.1K.
Verizon made up 0.02% of Lucia Wealth Services's portfolio in Q3 2020, its #151 holding.
Lucia Wealth Services first reported a position in Verizon in Q1 2018 and has held it in 11 quarters since.
Lucia Wealth Services's Verizon position peaked at $102K in Q3 2018.
2,626 funds tracked by Wall St. Rank held Verizon as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.