Axiom Advisory’s Visa V Stock Holding History

Axiom Advisory’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
2024 Q3	$972K	Buy	3,584 +406	+13%	+$110K	0.01%	165
2024 Q2	$871K	Buy	+3,178	New	+$871K	0.01%	165

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Axiom Advisory's V Position: Q3 2024 in Review

Axiom Advisory increased its Visa (V) stake by 13% in Q3 2024, buying an estimated $110K and bringing the position to 3,584 shares worth $972K. The position accounts for 0.01% of the portfolio, ranked #165.

Axiom Advisory first reported a position in V in Q2 2024 and has held it in 2 quarters since. 3,865 funds tracked by Wall St. Rank hold V as of Q3 2024.

Axiom Advisory held 3,584 shares of Visa worth $972K as of Q3 2024.
Axiom Advisory bought 406 Visa shares in Q3 2024, an estimated $110K.
Visa made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #165 holding.
Axiom Advisory first reported a position in Visa in Q2 2024 and has held it in 2 quarters since.
3,865 funds tracked by Wall St. Rank held Visa as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.