Bickling Financial Services’s Visa V Stock Holding History

Bickling Financial Services’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
2022 Q4	$519K	Buy	2,500 +3	+0.1%	+$605	0.32%	57
2022 Q3	$444K	Buy	2,497 +2	+0.1%	+$407	0.3%	65
2022 Q2	$491K	Buy	2,495 +5	+0.2%	+$1.03K	0.31%	62
2022 Q1	$552K	Buy	2,490 +20	+0.8%	+$4.33K	0.28%	64
2021 Q4	$535K	Buy	2,470 +287	+13%	+$61.6K	0.26%	71
2021 Q3	$486K	Buy	2,183 +402	+23%	+$94.3K	0.25%	71
2021 Q2	$417K	Buy	1,781 +482	+37%	+$110K	0.19%	77
2021 Q1	$275K	Sell	1,299 -18	-1%	-$3.79K	0.14%	91
2020 Q4	$288K	Buy	+1,317	New	+$270K	0.18%	77

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bickling Financial Services's V Position: Q4 2022 in Review

Bickling Financial Services increased its Visa (V) stake by 0.12% in Q4 2022, buying an estimated $605 and bringing the position to 2,500 shares worth $519K. The position accounts for 0.32% of the portfolio, ranked #57.

Bickling Financial Services first reported a position in V in Q4 2020 and has held it in 9 quarters since. The position peaked at $552K in Q1 2022. 3,407 funds tracked by Wall St. Rank hold V as of Q4 2022.

Bickling Financial Services held 2,500 shares of Visa worth $519K as of Q4 2022.
Bickling Financial Services bought 3 Visa shares in Q4 2022, an estimated $605.
Visa made up 0.32% of Bickling Financial Services's portfolio in Q4 2022, its #57 holding.
Bickling Financial Services first reported a position in Visa in Q4 2020 and has held it in 9 quarters since.
Bickling Financial Services's Visa position peaked at $552K in Q1 2022.
3,407 funds tracked by Wall St. Rank held Visa as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.