AWM
V icon

Altavista Wealth Management’s Visa V Stock Holding History

Altavista Wealth 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 		$933K Buy
4,303
+614
+17% +$132K 0.19% 90
2021
Q3 		$822K Buy
3,689
+638
+21% +$150K 0.18% 91
2021
Q2 		$713K Buy
3,051
+1,234
+68% +$282K 0.16% 99
2021
Q1 		$385K Sell
1,817
-301
-14% -$63.4K 0.09% 129
2020
Q4 		$463K Buy
2,118
+80
+4% +$16.4K 0.12% 116
2020
Q3 		$407K Buy
2,038
+1
+0% +$200 0.11% 115
2020
Q2 		$394K Buy
2,037
+54
+3% +$9.87K 0.11% 111
2020
Q1 		$320K Buy
1,983
+900
+83% +$170K 0.11% 122
2019
Q4 		$203K Buy
+1,083
New +$195K 0.06% 167

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

Altavista Wealth Management's V Position: Q4 2021 in Review

Altavista Wealth Management increased its Visa (V) stake by 17% in Q4 2021, buying an estimated $132K and bringing the position to 4,303 shares worth $933K. The position accounts for 0.19% of the portfolio, ranked #90.

Altavista Wealth Management first reported a position in V in Q4 2019 and has held it in 9 quarters since. 3,282 funds tracked by Wall St. Rank hold V as of Q4 2021.

  • Altavista Wealth Management held 4,303 shares of Visa worth $933K as of Q4 2021.
  • Altavista Wealth Management bought 614 Visa shares in Q4 2021, an estimated $132K.
  • Visa made up 0.19% of Altavista Wealth Management's portfolio in Q4 2021, its #90 holding.
  • Altavista Wealth Management first reported a position in Visa in Q4 2019 and has held it in 9 quarters since.
  • 3,282 funds tracked by Wall St. Rank held Visa as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.