Lumature Wealth Partners’s Verizon VZ Stock Holding History

Lumature Wealth Partners’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 Q2	$635K	Buy	17,081 +5,180	+44%	+$192K	0.38%	55
2023 Q1	$463K	Buy	11,901 +19	+0.2%	+$749	0.26%	68
2022 Q4	$468K	Buy	11,882 +4,187	+54%	+$158K	0.26%	71
2022 Q3	$292K	Buy	7,695 +308	+4%	+$13.7K	0.16%	104
2022 Q2	$375K	Sell	7,387 -50	-0.7%	-$2.53K	0.17%	98
2022 Q1	$379K	Buy	7,437 +203	+3%	+$10.8K	0.15%	105
2021 Q4	$376K	Buy	7,234 +267	+4%	+$13.9K	0.15%	114
2021 Q3	$376K	Buy	6,967 +805	+13%	+$44.5K	0.15%	103
2021 Q2	$345K	Buy	6,162 +410	+7%	+$23.5K	0.14%	105
2021 Q1	$334K	Buy	5,752 +610	+12%	+$34.4K	0.18%	101
2020 Q4	$302K	Buy	+5,142	New	+$305K	0.29%	101

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Lumature Wealth Partners's VZ Position: Q2 2023 in Review

Lumature Wealth Partners increased its Verizon (VZ) stake by 44% in Q2 2023, buying an estimated $192K and bringing the position to 17,081 shares worth $635K. The position accounts for 0.38% of the portfolio, ranked #55.

Lumature Wealth Partners first reported a position in VZ in Q4 2020 and has held it in 11 quarters since. 2,764 funds tracked by Wall St. Rank hold VZ as of Q2 2023.

Lumature Wealth Partners held 17,081 shares of Verizon worth $635K as of Q2 2023.
Lumature Wealth Partners bought 5,180 Verizon shares in Q2 2023, an estimated $192K.
Verizon made up 0.38% of Lumature Wealth Partners's portfolio in Q2 2023, its #55 holding.
Lumature Wealth Partners first reported a position in Verizon in Q4 2020 and has held it in 11 quarters since.
2,764 funds tracked by Wall St. Rank held Verizon as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.