Swaine & Leidel Wealth Services’s Verizon VZ Stock Holding History

Swaine & Leidel Wealth 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 Q1	$3.64M	Buy	+3,636	New	+$193K	2.8%	19
2021 Q1	$3.64M	Buy	62,530 +4,624	+8%	+$261K	2.34%	25
2020 Q4	$3.4M	Buy	57,906 +1,164	+2%	+$69.1K	2.47%	17
2020 Q3	$3.38M	Buy	56,742 +797	+1%	+$46.3K	3.29%	8
2020 Q2	$3.08M	Buy	55,945 +11,707	+26%	+$659K	3.14%	12
2020 Q1	$2.38M	Buy	44,238 +40,718	+1,157%	+$2.33M	2.47%	21
2019 Q4	$216K	Hold	3,520	–	–	0.18%	57
2019 Q3	$212K	Hold	3,520	–	–	0.19%	60
2019 Q2	$201K	Sell	3,520 -701	-17%	-$40.4K	0.21%	57
2019 Q1	$250K	Buy	+4,221	New	+$239K	0.32%	41

Other funds holding VZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Swaine & Leidel Wealth Services's VZ Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in Verizon (VZ) in Q1 2022: 3,636 shares worth $3.64M. The stake represents 2.8% of the portfolio and ranks #19 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in VZ as recently as Q1 2021.

Swaine & Leidel Wealth Services first reported a position in VZ in Q1 2019 and has held it in 10 quarters since. 3,019 funds tracked by Wall St. Rank hold VZ as of Q1 2022.

Swaine & Leidel Wealth Services held 3,636 shares of Verizon worth $3.64M as of Q1 2022.
Verizon was a new Swaine & Leidel Wealth Services position in Q1 2022.
Verizon made up 2.8% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #19 holding.
Swaine & Leidel Wealth Services first reported a position in Verizon in Q1 2019 and has held it in 10 quarters since.
3,019 funds tracked by Wall St. Rank held Verizon as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.