Atwater Malick’s Visa V Stock Holding History

Atwater Malick’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 Q4	–	Sell	-37	Closed	-$6K	–	191
2019 Q3	$6K	Buy	+37	New	+$6.59K	0.01%	171

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Atwater Malick's V Position: Q4 2019 in Review

Atwater Malick sold out of Visa (V) in Q4 2019, closing a stake of 37 shares — an estimated $6K sold.

Atwater Malick first reported a position in V in Q3 2019 and held it in 1 quarter. The position peaked at $6K in Q3 2019. 2,666 funds tracked by Wall St. Rank hold V as of Q4 2019.

Atwater Malick reported no remaining Visa position as of Q4 2019 after selling out during the quarter.
Atwater Malick sold 37 Visa shares in Q4 2019, an estimated $6K.
Atwater Malick first reported a position in Visa in Q3 2019 and held it in 1 quarter.
Atwater Malick's Visa position peaked at $6K in Q3 2019.
2,666 funds tracked by Wall St. Rank held Visa as of Q4 2019.

Based on Atwater Malick's 13F filing for Q4 2019, filed 7 Jan 2020.