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
2016 Q2	–	Sell	-2,700	Closed	-$1K	–	71
2016 Q1	$1K	Buy	+2,700	New	+$135K	﹤0.01%	61

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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.