Arbor Wealth Management’s Visa V Stock Holding History

Arbor 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
2019 Q3	–	Sell	-48	Closed	-$8K	–	190
2019 Q2	$8K	Hold	48	–	–	﹤0.01%	156
2019 Q1	$7K	Hold	48	–	–	﹤0.01%	153
2018 Q4	$6K	Buy	+48	New	+$6.63K	0.01%	141

Other funds holding V

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arbor Wealth Management's V Position: Q3 2019 in Review

Arbor Wealth Management sold out of Visa (V) in Q3 2019, closing a stake of 48 shares — an estimated $8K sold.

Arbor Wealth Management first reported a position in V in Q4 2018 and held it in 3 quarters. The position peaked at $8K in Q2 2019. 2,430 funds tracked by Wall St. Rank hold V as of Q3 2019.

Arbor Wealth Management reported no remaining Visa position as of Q3 2019 after selling out during the quarter.
Arbor Wealth Management sold 48 Visa shares in Q3 2019, an estimated $8K.
Arbor Wealth Management first reported a position in Visa in Q4 2018 and held it in 3 quarters.
Arbor Wealth Management's Visa position peaked at $8K in Q2 2019.
2,430 funds tracked by Wall St. Rank held Visa as of Q3 2019.

Based on Arbor Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.