ARIS
V icon

Advanced Research Investment Solutions’s Visa V Stock Holding History

Advanced Research Investment Solutions’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
2023
Q3 		– Sell
-1,256
Closed -$298K – 35
2023
Q2 		$298K Buy
+1,256
New +$287K 0.17% 28
2022
Q4 		– Sell
-1,061
Closed -$188K – 146
2022
Q3 		$188K Buy
1,061
+637
+150% +$130K 0.12% 27
2022
Q2 		$83K Hold
424
– – 0.05% 39
2022
Q1 		$94K Sell
424
-35
-8% -$7.57K 0.04% 56
2021
Q4 		$99K Buy
459
+35
+8% +$7.51K 0.04% 77
2021
Q3 		$94.4K Hold
424
– – 0.05% 52
2021
Q2 		$99K Hold
424
– – 0.09% 23
2021
Q1 		$90K Hold
424
– – 0.1% 19
2020
Q4 		$93K Buy
+424
New +$86.8K 0.14% 15

Other funds holding V

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Advanced Research Investment Solutions's V Position: Q3 2023 in Review

Advanced Research Investment Solutions sold out of Visa (V) in Q3 2023, closing a stake of 1,256 shares — an estimated $298K sold.

Advanced Research Investment Solutions first reported a position in V in Q4 2020 and held it in 9 quarters. The position peaked at $298K in Q2 2023. 3,513 funds tracked by Wall St. Rank hold V as of Q3 2023.

  • Advanced Research Investment Solutions reported no remaining Visa position as of Q3 2023 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 1,256 Visa shares in Q3 2023, an estimated $298K.
  • Advanced Research Investment Solutions first reported a position in Visa in Q4 2020 and held it in 9 quarters.
  • Advanced Research Investment Solutions's Visa position peaked at $298K in Q2 2023.
  • 3,513 funds tracked by Wall St. Rank held Visa as of Q3 2023.

Based on Advanced Research Investment Solutions's 13F filing for Q3 2023, filed 9 Nov 2023.