Benedetti & Gucer’s Visa V Stock Holding History

Benedetti & Gucer’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 Q1	$386K	Hold	1,382	–	–	0.19%	86
2023 Q4	$360K	Hold	1,382	–	–	0.19%	93
2023 Q3	$318K	Sell	1,382 -50	-3%	-$12K	0.17%	100
2023 Q2	$340K	Buy	1,432 +17	+1%	+$3.89K	0.18%	101
2023 Q1	$319K	Buy	1,415 +200	+16%	+$44.5K	0.18%	103
2022 Q4	$252K	Buy	1,215 +15	+1%	+$3.02K	0.18%	78
2022 Q3	$213K	Hold	1,200	–	–	0.17%	83
2022 Q2	$237K	Sell	1,200 -669	-36%	-$138K	0.16%	77
2022 Q1	$414K	Sell	1,869 -35	-2%	-$7.57K	0.28%	55
2021 Q4	$412K	Sell	1,904 -9	-0.5%	-$1.93K	0.28%	47
2021 Q3	$426K	Buy	1,913 +34	+2%	+$7.97K	0.32%	45
2021 Q2	$439K	Buy	1,879 +50	+3%	+$11.4K	0.39%	40
2021 Q1	$387K	Buy	+1,829	New	+$385K	0.36%	45

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Benedetti & Gucer's V Position: Q1 2024 in Review

Benedetti & Gucer held its Visa (V) position steady in Q1 2024 at 1,382 shares worth $386K. The position accounts for 0.19% of the portfolio, ranked #86.

Benedetti & Gucer first reported a position in V in Q1 2021 and has held it in 13 quarters since. The position peaked at $439K in Q2 2021. 3,849 funds tracked by Wall St. Rank hold V as of Q1 2024.

Benedetti & Gucer held 1,382 shares of Visa worth $386K as of Q1 2024.
Benedetti & Gucer left its Visa share count unchanged in Q1 2024.
Visa made up 0.19% of Benedetti & Gucer's portfolio in Q1 2024, its #86 holding.
Benedetti & Gucer first reported a position in Visa in Q1 2021 and has held it in 13 quarters since.
Benedetti & Gucer's Visa position peaked at $439K in Q2 2021.
3,849 funds tracked by Wall St. Rank held Visa as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.