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Aldebaran Financial’s Visa V Stock Holding History

Aldebaran Financial’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
2020
Q2 		– Sell
-4,339
Closed -$699K – 88
2020
Q1 		$699K Buy
4,339
+25
+0.6% +$4.71K 0.68% 56
2019
Q4 		$811K Buy
4,314
+40
+0.9% +$7.21K 0.62% 57
2019
Q3 		$745K Hold
4,274
– – 0.5% 65
2019
Q2 		$742K Hold
4,274
– – 0.51% 64
2019
Q1 		$668K Hold
4,274
– – 0.47% 66
2018
Q4 		$564K Hold
4,274
– – 0.43% 70
2018
Q3 		$641K Hold
4,274
– – 0.42% 70
2018
Q2 		$566K Hold
4,274
– – 0.39% 72
2018
Q1 		$511K Hold
4,274
– – 0.34% 72
2017
Q4 		$487K Buy
+4,274
New +$472K 0.32% 70

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Aldebaran Financial's V Position: Q2 2020 in Review

Aldebaran Financial sold out of Visa (V) in Q2 2020, closing a stake of 4,339 shares — an estimated $699K sold.

Aldebaran Financial first reported a position in V in Q4 2017 and held it in 10 quarters. The position peaked at $811K in Q4 2019. 2,718 funds tracked by Wall St. Rank hold V as of Q2 2020.

  • Aldebaran Financial reported no remaining Visa position as of Q2 2020 after selling out during the quarter.
  • Aldebaran Financial sold 4,339 Visa shares in Q2 2020, an estimated $699K.
  • Aldebaran Financial first reported a position in Visa in Q4 2017 and held it in 10 quarters.
  • Aldebaran Financial's Visa position peaked at $811K in Q4 2019.
  • 2,718 funds tracked by Wall St. Rank held Visa as of Q2 2020.

Based on Aldebaran Financial's 13F filing for Q2 2020, filed 20 Jul 2020.