ARG
V icon

Advisory Resource Group’s Visa V Stock Holding History

Advisory Resource Group’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
2024
Q4 		– Sell
-1,141
Closed -$314K – 174
2024
Q3 		$314K Sell
1,141
-21
-2% -$5.68K 0.07% 134
2024
Q2 		$305K Sell
1,162
-15
-1% -$4.11K 0.07% 130
2024
Q1 		$328K Sell
1,177
-983
-46% -$271K 0.08% 132
2023
Q4 		$562K Hold
2,160
– – 0.14% 109
2023
Q3 		$497K Sell
2,160
-44
-2% -$10.6K 0.13% 111
2023
Q2 		$523K Sell
2,204
-1
-0% -$229 0.14% 109
2023
Q1 		$497K Buy
2,205
+2
+0.1% +$445 0.14% 114
2022
Q4 		$458K Sell
2,203
-366
-14% -$73.8K 0.14% 112
2022
Q3 		$456K Buy
2,569
+50
+2% +$10.2K 0.15% 82
2022
Q2 		$496K Sell
2,519
-309
-11% -$63.9K 0.16% 66
2022
Q1 		$627K Sell
2,828
-16
-0.6% -$3.46K 0.2% 62
2021
Q4 		$643K Buy
2,844
+176
+7% +$37.8K 0.21% 62
2021
Q3 		$594K Buy
+2,668
New +$626K 0.22% 63

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return