22CM
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20/20 Capital Management’s Visa V Stock Holding History

20/20 Capital Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$639K Buy
2,735
+85
+3% +$19.4K 0.17% 90
2021
Q1 		$561K Hold
2,650
– – 0.16% 89
2020
Q4 		$537K Sell
2,650
-35
-1% -$7.16K 0.16% 100
2020
Q3 		$537K Hold
2,685
– – 0.2% 85
2020
Q2 		$527K Buy
2,685
+468
+21% +$85.5K 0.2% 81
2020
Q1 		$405K Sell
2,217
-543
-20% -$102K 0.18% 92
2019
Q4 		$560K Buy
+2,760
New +$497K 0.23% 78

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

20/20 Capital Management's V Position: Q2 2021 in Review

20/20 Capital Management increased its Visa (V) stake by 3.2% in Q2 2021, buying an estimated $19.4K and bringing the position to 2,735 shares worth $639K. The position accounts for 0.17% of the portfolio, ranked #90.

20/20 Capital Management first reported a position in V in Q4 2019 and has held it in 7 quarters since. 3,050 funds tracked by Wall St. Rank hold V as of Q2 2021.

  • 20/20 Capital Management held 2,735 shares of Visa worth $639K as of Q2 2021.
  • 20/20 Capital Management bought 85 Visa shares in Q2 2021, an estimated $19.4K.
  • Visa made up 0.17% of 20/20 Capital Management's portfolio in Q2 2021, its #90 holding.
  • 20/20 Capital Management first reported a position in Visa in Q4 2019 and has held it in 7 quarters since.
  • 3,050 funds tracked by Wall St. Rank held Visa as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.