Aquire Wealth Advisors’s Visa V Stock Holding History

Aquire Wealth 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
2022 Q1	–	Sell	-84	Closed	-$18K	–	235
2021 Q4	$18K	Buy	+84	New	+$18K	0.01%	116

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Aquire Wealth Advisors's V Position: Q1 2022 in Review

Aquire Wealth Advisors sold out of Visa (V) in Q1 2022, closing a stake of 84 shares — an estimated $18K sold.

Aquire Wealth Advisors first reported a position in V in Q4 2021 and held it in 1 quarter. The position peaked at $18K in Q4 2021. 3,298 funds tracked by Wall St. Rank hold V as of Q1 2022.

Aquire Wealth Advisors reported no remaining Visa position as of Q1 2022 after selling out during the quarter.
Aquire Wealth Advisors sold 84 Visa shares in Q1 2022, an estimated $18K.
Aquire Wealth Advisors first reported a position in Visa in Q4 2021 and held it in 1 quarter.
Aquire Wealth Advisors's Visa position peaked at $18K in Q4 2021.
3,298 funds tracked by Wall St. Rank held Visa as of Q1 2022.

Based on Aquire Wealth Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.