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Alan N. Hoffman Investment Management’s Visa V Stock Holding History

Alan N. Hoffman Investment 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
Q4 		– Sell
-10,855
Closed -$2.42M – 14
2021
Q3 		$2.42M Buy
10,855
+225
+2% +$52.8K 1.42% 7
2021
Q2 		$2.49M Sell
10,630
-300
-3% -$68.6K 1.47% 7
2021
Q1 		$2.31M Sell
10,930
-691
-6% -$145K 1.55% 7
2020
Q4 		$2.54M Buy
+11,621
New +$2.38M 1.62% 7

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Alan N. Hoffman Investment Management's V Position: Q4 2021 in Review

Alan N. Hoffman Investment Management sold out of Visa (V) in Q4 2021, closing a stake of 10,855 shares — an estimated $2.42M sold.

Alan N. Hoffman Investment Management first reported a position in V in Q4 2020 and held it in 4 quarters. The position peaked at $2.54M in Q4 2020. 3,281 funds tracked by Wall St. Rank hold V as of Q4 2021.

  • Alan N. Hoffman Investment Management reported no remaining Visa position as of Q4 2021 after selling out during the quarter.
  • Alan N. Hoffman Investment Management sold 10,855 Visa shares in Q4 2021, an estimated $2.42M.
  • Alan N. Hoffman Investment Management first reported a position in Visa in Q4 2020 and held it in 4 quarters.
  • Alan N. Hoffman Investment Management's Visa position peaked at $2.54M in Q4 2020.
  • 3,281 funds tracked by Wall St. Rank held Visa as of Q4 2021.

Based on Alan N. Hoffman Investment Management's 13F filing for Q4 2021, filed 12 Jan 2022.