Atlas Principals’s Visa V Stock Holding History

Atlas Principals’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	-10,000	Closed	-$2.17M	–	42
2021 Q4	$2.17M	Buy	+10,000	New	+$2.15M	1.59%	26
2021 Q1	–	Sell	-11,250	Closed	-$2.46M	–	58
2020 Q4	$2.46M	Buy	+11,250	New	+$2.3M	1.02%	26

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Atlas Principals's V Position: Q1 2022 in Review

Atlas Principals sold out of Visa (V) in Q1 2022, closing a stake of 10,000 shares — an estimated $2.17M sold.

Atlas Principals first reported a position in V in Q4 2020 and held it in 2 quarters. The position peaked at $2.46M in Q4 2020. 3,299 funds tracked by Wall St. Rank hold V as of Q1 2022.

Atlas Principals reported no remaining Visa position as of Q1 2022 after selling out during the quarter.
Atlas Principals sold 10,000 Visa shares in Q1 2022, an estimated $2.17M.
Atlas Principals first reported a position in Visa in Q4 2020 and held it in 2 quarters.
Atlas Principals's Visa position peaked at $2.46M in Q4 2020.
3,299 funds tracked by Wall St. Rank held Visa as of Q1 2022.

Based on Atlas Principals's 13F filing for Q1 2022, filed 16 May 2022.