Bill Gates’s Visa V Stock Holding History

Bill Gates’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 Q4	–	Sell	-14,000	Closed	-$3.22M	–	72
2023 Q3	$3.22M	Buy	+14,000	New	+$3.37M	0.01%	44

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bill Gates's V Position: Q4 2023 in Review

Bill Gates sold out of Visa (V) in Q4 2023, closing a stake of 14,000 shares — an estimated $3.22M sold.

Bill Gates first reported a position in V in Q3 2023 and held it in 1 quarter. The position peaked at $3.22M in Q3 2023. 3,777 funds tracked by Wall St. Rank hold V as of Q4 2023.

Bill Gates reported no remaining Visa position as of Q4 2023 after selling out during the quarter.
Bill Gates sold 14,000 Visa shares in Q4 2023, an estimated $3.22M.
Bill Gates first reported a position in Visa in Q3 2023 and held it in 1 quarter.
Bill Gates's Visa position peaked at $3.22M in Q3 2023.
3,777 funds tracked by Wall St. Rank held Visa as of Q4 2023.

Based on Gates Foundation Trust's 13F filing for Q4 2023, filed 14 Feb 2024.