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Angeles Investment Advisors’s Visa V Stock Holding History

Angeles Investment Advisors’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
2025
Q1 		– Sell
-2,296
Closed -$726K – 187
2024
Q4 		$726K Sell
2,296
-1,069
-32% -$321K 0.03% 60
2024
Q3 		$925K Sell
3,365
-163
-5% -$44.1K 0.05% 52
2024
Q2 		$926K Sell
3,528
-841
-19% -$231K 0.05% 50
2024
Q1 		$1.22M Buy
4,369
+648
+17% +$179K 0.06% 38
2023
Q4 		$969K Sell
3,721
-408
-10% -$101K 0.06% 42
2023
Q3 		$950K Buy
4,129
+722
+21% +$174K 0.07% 36
2023
Q2 		$809K Buy
+3,407
New +$780K 0.07% 36
2022
Q1 		– Sell
-7,453
Closed -$1.61M – 212
2021
Q4 		$1.61M Sell
7,453
-6,548
-47% -$1.41M 0.08% 59
2021
Q3 		$3.12M Buy
14,001
+3,433
+32% +$805K 0.18% 38
2021
Q2 		$2.47M Buy
10,568
+1,966
+23% +$449K 0.15% 33
2021
Q1 		$1.82M Buy
8,602
+1,558
+22% +$328K 0.14% 31
2020
Q4 		$1.54M Buy
7,044
+825
+13% +$169K 0.16% 28
2020
Q3 		$1.24M Sell
6,219
-1,070
-15% -$214K 0.16% 25
2020
Q2 		$1.41M Sell
7,289
-3,052
-30% -$558K 0.2% 25
2020
Q1 		$1.87M Sell
10,341
-1,205
-10% -$227K 0.5% 20
2019
Q4 		$2.17M Buy
11,546
+596
+5% +$107K 0.44% 10
2019
Q3 		$1.88M Buy
10,950
+2,028
+23% +$361K 0.41% 15
2019
Q2 		$1.55M Buy
8,922
+2,841
+47% +$465K 0.38% 15
2019
Q1 		$950K Buy
6,081
+3,363
+124% +$485K 0.9% 19
2018
Q4 		$359K Buy
+2,718
New +$375K 0.31% 26

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Angeles Investment Advisors's V Position: Q1 2025 in Review

Angeles Investment Advisors sold out of Visa (V) in Q1 2025, closing a stake of 2,296 shares — an estimated $726K sold.

Angeles Investment Advisors first reported a position in V in Q4 2018 and held it in 20 quarters. The position peaked at $3.12M in Q3 2021. 4,278 funds tracked by Wall St. Rank hold V as of Q1 2025.

  • Angeles Investment Advisors reported no remaining Visa position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 2,296 Visa shares in Q1 2025, an estimated $726K.
  • Angeles Investment Advisors first reported a position in Visa in Q4 2018 and held it in 20 quarters.
  • Angeles Investment Advisors's Visa position peaked at $3.12M in Q3 2021.
  • 4,278 funds tracked by Wall St. Rank held Visa as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.