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BBJS Financial Advisors’s Visa V Stock Holding History

BBJS Financial Advisors’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 		$78.4K Buy
285
+150
+111% +$40.6K 0.03% 62
2024
Q2 		$35.4K Buy
+135
New +$37K 0.01% 80

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BBJS Financial Advisors's V Position: Q3 2024 in Review

BBJS Financial Advisors increased its Visa (V) stake by 111% in Q3 2024, buying an estimated $40.6K and bringing the position to 285 shares worth $78.4K. The position accounts for 0.03% of the portfolio, ranked #62.

BBJS Financial Advisors first reported a position in V in Q2 2024 and has held it in 2 quarters since. 3,866 funds tracked by Wall St. Rank hold V as of Q3 2024.

  • BBJS Financial Advisors held 285 shares of Visa worth $78.4K as of Q3 2024.
  • BBJS Financial Advisors bought 150 Visa shares in Q3 2024, an estimated $40.6K.
  • Visa made up 0.03% of BBJS Financial Advisors's portfolio in Q3 2024, its #62 holding.
  • BBJS Financial Advisors first reported a position in Visa in Q2 2024 and has held it in 2 quarters since.
  • 3,866 funds tracked by Wall St. Rank held Visa as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.