BWA
V icon

BDO Wealth Advisors’s Visa V Stock Holding History

BDO Wealth 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
2023
Q2 		$926K Buy
3,901
+290
+8% +$66.4K 0.11% 138
2023
Q1 		$814K Buy
3,611
+350
+11% +$77.9K 0.1% 135
2022
Q4 		$678K Sell
3,261
-54
-2% -$10.9K 0.08% 154
2022
Q3 		$589K Sell
3,315
-25
-0.7% -$5.09K 0.08% 157
2022
Q2 		$658K Sell
3,340
-97
-3% -$20K 0.08% 150
2022
Q1 		$762K Sell
3,437
-115
-3% -$24.9K 0.08% 150
2021
Q4 		$770K Sell
3,552
-32
-0.9% -$6.87K 0.08% 153
2021
Q3 		$798K Buy
3,584
+155
+5% +$36.3K 0.09% 150
2021
Q2 		$802K Buy
3,429
+109
+3% +$24.9K 0.09% 153
2021
Q1 		$703K Sell
3,320
-1,291
-28% -$272K 0.08% 158
2020
Q4 		$1.01M Buy
4,611
+38
+0.8% +$7.78K 0.14% 102
2020
Q3 		$914K Buy
4,573
+50
+1% +$9.99K 0.15% 102
2020
Q2 		$874K Sell
4,523
-538
-11% -$98.3K 0.15% 102
2020
Q1 		$815K Buy
5,061
+2,456
+94% +$463K 0.16% 96
2019
Q4 		$489K Buy
2,605
+98
+4% +$17.7K 0.13% 111
2019
Q3 		$431K Sell
2,507
-102
-4% -$18.2K 0.11% 126
2019
Q2 		$453K Buy
2,609
+1,172
+82% +$192K 0.12% 116
2019
Q1 		$224K Buy
1,437
+48
+3% +$6.92K 0.07% 165
2018
Q4 		$183K Hold
1,389
– – 0.06% 157
2018
Q3 		$208K Sell
1,389
-229
-14% -$32.6K 0.07% 153
2018
Q2 		$214K Buy
1,618
+390
+32% +$50.2K 0.07% 154
2018
Q1 		$147K Buy
1,228
+219
+22% +$26.5K 0.06% 149
2017
Q4 		$115K Buy
1,009
+9
+0.9% +$994 0.05% 144
2017
Q3 		$105K Sell
1,000
-227
-19% -$23K 0.05% 135
2017
Q2 		$115K Buy
+1,227
New +$114K 0.05% 160

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BDO Wealth Advisors's V Position: Q2 2023 in Review

BDO Wealth Advisors increased its Visa (V) stake by 8% in Q2 2023, buying an estimated $66.4K and bringing the position to 3,901 shares worth $926K. The position accounts for 0.11% of the portfolio, ranked #138.

BDO Wealth Advisors first reported a position in V in Q2 2017 and has held it in 25 quarters since. The position peaked at $1.01M in Q4 2020. 3,486 funds tracked by Wall St. Rank hold V as of Q2 2023.

  • BDO Wealth Advisors held 3,901 shares of Visa worth $926K as of Q2 2023.
  • BDO Wealth Advisors bought 290 Visa shares in Q2 2023, an estimated $66.4K.
  • Visa made up 0.11% of BDO Wealth Advisors's portfolio in Q2 2023, its #138 holding.
  • BDO Wealth Advisors first reported a position in Visa in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Visa position peaked at $1.01M in Q4 2020.
  • 3,486 funds tracked by Wall St. Rank held Visa as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.