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Sargent Bickham Lagudis’s Verizon VZ Stock Holding History

Sargent Bickham Lagudis’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 		$525K Sell
13,332
-1,778
-12% -$67K 0.04% 177
2022
Q3 		$574K Buy
15,110
+1,168
+8% +$52K 0.05% 160
2022
Q2 		$707K Buy
13,942
+369
+3% +$18.7K 0.06% 156
2022
Q1 		$691K Buy
13,573
+356
+3% +$18.9K 0.05% 161
2021
Q4 		$687K Sell
13,217
-1,192
-8% -$62.2K 0.05% 155
2021
Q3 		$778K Buy
14,409
+4,532
+46% +$251K 0.06% 138
2021
Q2 		$553K Buy
9,877
+715
+8% +$41K 0.05% 160
2021
Q1 		$533K Sell
9,162
-467
-5% -$26.4K 0.05% 154
2020
Q4 		$566K Buy
9,629
+470
+5% +$27.9K 0.05% 142
2020
Q3 		$545K Buy
9,159
+57
+0.6% +$3.31K 0.05% 135
2020
Q2 		$502K Sell
9,102
-335
-4% -$18.8K 0.05% 140
2020
Q1 		$507K Buy
9,437
+2,571
+37% +$147K 0.07% 146
2019
Q4 		$422K Buy
6,866
+1,369
+25% +$82.6K 0.05% 153
2019
Q3 		$332K Buy
5,497
+1,494
+37% +$86K 0.04% 158
2019
Q2 		$229K Sell
4,003
-509
-11% -$29.3K 0.03% 191
2019
Q1 		$267K Buy
4,512
+286
+7% +$16.2K 0.03% 188
2018
Q4 		$238K Sell
4,226
-111
-3% -$6.3K 0.03% 181
2018
Q3 		$232K Sell
4,337
-58
-1% -$3.07K 0.03% 196
2018
Q2 		$221K Sell
4,395
-2,477
-36% -$120K 0.03% 196
2018
Q1 		$329K Sell
6,872
-2,530
-27% -$127K 0.04% 158
2017
Q4 		$498K Sell
9,402
-5,040
-35% -$248K 0.06% 145
2017
Q3 		$715K Buy
14,442
+2,731
+23% +$128K 0.09% 131
2017
Q2 		$523K Sell
11,711
-31
-0.3% -$1.44K 0.07% 143
2017
Q1 		$572K Sell
11,742
-1,746
-13% -$87.6K 0.07% 143
2016
Q4 		$720K Sell
13,488
-3,331
-20% -$166K 0.11% 117
2016
Q3 		$874 Buy
16,819
+1,471
+10% +$78.9K 0.13% 119
2016
Q2 		$857K Buy
15,348
+454
+3% +$23.5K 0.13% 115
2016
Q1 		$805K Buy
+14,894
New +$745K 0.13% 119

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sargent Bickham Lagudis's VZ Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Verizon (VZ) stake by 12% in Q4 2022, selling an estimated $67K and leaving 13,332 shares worth $525K. The position accounts for 0.04% of the portfolio, ranked #177.

Sargent Bickham Lagudis first reported a position in VZ in Q1 2016 and has held it in 28 quarters since. The position peaked at $857K in Q2 2016. 2,840 funds tracked by Wall St. Rank hold VZ as of Q4 2022.

  • Sargent Bickham Lagudis held 13,332 shares of Verizon worth $525K as of Q4 2022.
  • Sargent Bickham Lagudis sold 1,778 Verizon shares in Q4 2022, an estimated $67K.
  • Verizon made up 0.04% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #177 holding.
  • Sargent Bickham Lagudis first reported a position in Verizon in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's Verizon position peaked at $857K in Q2 2016.
  • 2,840 funds tracked by Wall St. Rank held Verizon as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.