AIFAIM
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American Institute for Advanced Investment Management’s Visa V Stock Holding History

American Institute for Advanced 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
2022
Q3 		– Sell
-2,191
Closed -$431K – 111
2022
Q2 		$431K Sell
2,191
-60
-3% -$12.4K 0.38% 66
2022
Q1 		$499K Sell
2,251
-240
-10% -$51.9K 0.36% 67
2021
Q4 		$540K Buy
2,491
+120
+5% +$25.8K 0.36% 66
2021
Q3 		$528K Sell
2,371
-75
-3% -$17.6K 0.37% 68
2021
Q2 		$572K Buy
2,446
+80
+3% +$18.3K 0.4% 65
2021
Q1 		$501K Sell
2,366
-110
-4% -$23.2K 0.38% 66
2020
Q4 		$542K Buy
2,476
+7
+0.3% +$1.43K 0.44% 60
2020
Q3 		$494K Sell
2,469
-155
-6% -$31K 0.44% 56
2020
Q2 		$507K Buy
+2,624
New +$479K 0.48% 55
2020
Q1 		– Sell
-1,094
Closed -$206K – 102
2019
Q4 		$206K Buy
+1,094
New +$197K 0.2% 93

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Institute for Advanced Investment Management's V Position: Q3 2022 in Review

American Institute for Advanced Investment Management sold out of Visa (V) in Q3 2022, closing a stake of 2,191 shares — an estimated $431K sold.

American Institute for Advanced Investment Management first reported a position in V in Q4 2019 and held it in 10 quarters. The position peaked at $572K in Q2 2021. 3,177 funds tracked by Wall St. Rank hold V as of Q3 2022.

  • American Institute for Advanced Investment Management reported no remaining Visa position as of Q3 2022 after selling out during the quarter.
  • American Institute for Advanced Investment Management sold 2,191 Visa shares in Q3 2022, an estimated $431K.
  • American Institute for Advanced Investment Management first reported a position in Visa in Q4 2019 and held it in 10 quarters.
  • American Institute for Advanced Investment Management's Visa position peaked at $572K in Q2 2021.
  • 3,177 funds tracked by Wall St. Rank held Visa as of Q3 2022.

Based on American Institute for Advanced Investment Management's 13F filing for Q3 2022, filed 25 Oct 2022.