BW
V icon

Biegel & Waller’s Visa V Stock Holding History

Biegel & Waller’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
2019
Q3 		$321K Buy
1,865
+189
+11% +$33.7K 0.18% 50
2019
Q2 		$291K Buy
1,676
+91
+6% +$14.9K 0.15% 62
2019
Q1 		$248K Sell
1,585
-212
-12% -$30.6K 0.13% 66
2018
Q4 		$237K Sell
1,797
-2,240
-55% -$309K 0.14% 60
2018
Q3 		$606K Buy
4,037
+2,165
+116% +$308K 0.35% 29
2018
Q2 		$248K Buy
+1,872
New +$241K 0.15% 59

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
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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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