LWM Advisory Services’s Verizon VZ Stock Holding History

LWM Advisory 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
2022 Q4	–	Sell	-10,209	Closed	-$388K	–	124
2022 Q3	$388K	Buy	10,209 +1,119	+12%	+$49.8K	0.44%	70
2022 Q2	$462K	Buy	9,090 +1,627	+22%	+$82.3K	0.55%	55
2022 Q1	$383K	Buy	7,463 +2,371	+47%	+$126K	0.48%	64
2021 Q4	$265K	Buy	+5,092	New	+$266K	0.33%	86

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LWM Advisory Services's VZ Position: Q4 2022 in Review

LWM Advisory Services sold out of Verizon (VZ) in Q4 2022, closing a stake of 10,209 shares — an estimated $388K sold.

LWM Advisory Services first reported a position in VZ in Q4 2021 and held it in 4 quarters. The position peaked at $462K in Q2 2022. 2,841 funds tracked by Wall St. Rank hold VZ as of Q4 2022.

LWM Advisory Services reported no remaining Verizon position as of Q4 2022 after selling out during the quarter.
LWM Advisory Services sold 10,209 Verizon shares in Q4 2022, an estimated $388K.
LWM Advisory Services first reported a position in Verizon in Q4 2021 and held it in 4 quarters.
LWM Advisory Services's Verizon position peaked at $462K in Q2 2022.
2,841 funds tracked by Wall St. Rank held Verizon as of Q4 2022.

Based on LWM Advisory Services's 13F filing for Q4 2022, filed 7 Feb 2023.