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Lyons Wealth Management’s Verizon VZ Stock Holding History

Lyons Wealth Management’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
2019
Q1 		– Sell
-16,075
Closed -$904K – 35
2018
Q4 		$904K Buy
16,075
+420
+3% +$23.8K 2.95% 7
2018
Q3 		$837K Buy
15,655
+9,287
+146% +$492K 1.66% 24
2018
Q2 		$318K Sell
6,368
-1,038
-14% -$50.2K 0.46% 35
2018
Q1 		$354K Sell
7,406
-679
-8% -$34.1K 0.54% 36
2017
Q4 		$427K Sell
8,085
-1,469
-15% -$72.2K 0.7% 34
2017
Q3 		$461K Sell
9,554
-1,898
-17% -$89.3K 0.69% 33
2017
Q2 		$512K Buy
11,452
+1,345
+13% +$62.7K 0.72% 37
2017
Q1 		$493K Sell
10,107
-11,670
-54% -$585K 0.52% 34
2016
Q4 		$1.16M Buy
21,777
+171
+0.8% +$8.55K 1.59% 8
2016
Q3 		$1.12M Sell
21,606
-1,162
-5% -$62.4K 1.55% 7
2016
Q2 		$1.27M Buy
22,768
+15,539
+215% +$806K 1.92% 7
2016
Q1 		$391K Sell
7,229
-518
-7% -$25.9K 0.56% 33
2015
Q4 		$358K Buy
7,747
+518
+7% +$23.5K 0.46% 37
2015
Q3 		$314K Sell
7,229
-400
-5% -$18.5K 0.4% 38
2015
Q2 		$357K Sell
7,629
-600
-7% -$29.4K 0.41% 41
2015
Q1 		$398K Hold
8,229
– – 0.43% 39
2014
Q4 		$385K Sell
8,229
-200
-2% -$9.79K 0.4% 39
2014
Q3 		$421K Sell
8,429
-4,733
-36% -$235K 0.45% 44
2014
Q2 		$646K Buy
13,162
+4,733
+56% +$229K 0.58% 44
2014
Q1 		$401K Hold
8,429
– – 0.35% 44
2013
Q4 		$415K Sell
8,429
-4,893
-37% -$241K 0.39% 39
2013
Q3 		$623K Buy
13,322
+300
+2% +$14.6K 0.56% 17
2013
Q2 		$653K Buy
+13,022
New +$665K 0.66% 14

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lyons Wealth Management's VZ Position: Q1 2019 in Review

Lyons Wealth Management sold out of Verizon (VZ) in Q1 2019, closing a stake of 16,075 shares — an estimated $904K sold.

Lyons Wealth Management first reported a position in VZ in Q2 2013 and held it in 23 quarters. The position peaked at $1.27M in Q2 2016. 2,389 funds tracked by Wall St. Rank hold VZ as of Q1 2019.

  • Lyons Wealth Management reported no remaining Verizon position as of Q1 2019 after selling out during the quarter.
  • Lyons Wealth Management sold 16,075 Verizon shares in Q1 2019, an estimated $904K.
  • Lyons Wealth Management first reported a position in Verizon in Q2 2013 and held it in 23 quarters.
  • Lyons Wealth Management's Verizon position peaked at $1.27M in Q2 2016.
  • 2,389 funds tracked by Wall St. Rank held Verizon as of Q1 2019.

Based on Lyons Wealth Management's 13F filing for Q1 2019, filed 14 May 2019.