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Aveo Capital Partners’s Visa V Stock Holding History

Aveo Capital Partners’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
-2,438
Closed -$771K – 332
2024
Q4 		$771K Sell
2,438
-151
-6% -$45.4K 0.08% 154
2024
Q3 		$712K Buy
2,589
+65
+3% +$17.6K 0.08% 159
2024
Q2 		$662K Sell
2,524
-851
-25% -$233K 0.08% 159
2024
Q1 		$906K Buy
3,375
+573
+20% +$158K 0.1% 149
2023
Q4 		$730K Buy
2,802
+235
+9% +$57.9K 0.09% 158
2023
Q3 		$590K Buy
2,567
+76
+3% +$18.3K 0.08% 177
2023
Q2 		$592K Buy
2,491
+56
+2% +$12.8K 0.08% 182
2023
Q1 		$549K Sell
2,435
-92
-4% -$20.5K 0.07% 179
2022
Q4 		$525K Buy
2,527
+326
+15% +$65.7K 0.08% 182
2022
Q3 		$391K Buy
2,201
+505
+30% +$103K 0.07% 189
2022
Q2 		$334K Buy
1,696
+139
+9% +$28.7K 0.05% 214
2022
Q1 		$345K Buy
1,557
+159
+11% +$34.4K 0.06% 211
2021
Q4 		$303K Sell
1,398
-369
-21% -$79.2K 0.05% 224
2021
Q3 		$394K Buy
1,767
+489
+38% +$115K 0.08% 181
2021
Q2 		$299K Buy
1,278
+89
+7% +$20.3K 0.07% 215
2021
Q1 		$252K Buy
+1,189
New +$250K 0.06% 209
2020
Q4 		– Sell
-1,686
Closed -$337K – 170
2020
Q3 		$337K Buy
+1,686
New +$337K 0.12% 142

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

Aveo Capital Partners's V Position: Q1 2025 in Review

Aveo Capital Partners sold out of Visa (V) in Q1 2025, closing a stake of 2,438 shares — an estimated $771K sold.

Aveo Capital Partners first reported a position in V in Q3 2020 and held it in 17 quarters. The position peaked at $906K in Q1 2024. 4,279 funds tracked by Wall St. Rank hold V as of Q1 2025.

  • Aveo Capital Partners reported no remaining Visa position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 2,438 Visa shares in Q1 2025, an estimated $771K.
  • Aveo Capital Partners first reported a position in Visa in Q3 2020 and held it in 17 quarters.
  • Aveo Capital Partners's Visa position peaked at $906K in Q1 2024.
  • 4,279 funds tracked by Wall St. Rank held Visa as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.