BOS
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Bingham Osborn & Scarborough’s Visa V Stock Holding History

Bingham Osborn & Scarborough’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
2021
Q4 		– Sell
-4,767
Closed -$1.06M – 133
2021
Q3 		$1.06M Buy
4,767
+377
+9% +$88.4K 0.07% 55
2021
Q2 		$1.03M Buy
4,390
+852
+24% +$195K 0.07% 53
2021
Q1 		$749K Buy
3,538
+394
+13% +$82.9K 0.06% 57
2020
Q4 		$688K Sell
3,144
-1,081
-26% -$221K 0.05% 55
2020
Q3 		$845K Buy
4,225
+123
+3% +$24.6K 0.06% 71
2020
Q2 		$792K Sell
4,102
-361
-8% -$66K 0.06% 69
2020
Q1 		$719K Sell
4,463
-87
-2% -$16.4K 0.07% 66
2019
Q4 		$855K Buy
4,550
+888
+24% +$160K 0.07% 70
2019
Q3 		$630K Buy
3,662
+42
+1% +$7.48K 0.06% 80
2019
Q2 		$628K Buy
3,620
+152
+4% +$24.9K 0.06% 78
2019
Q1 		$542K Buy
3,468
+64
+2% +$9.22K 0.05% 85
2018
Q4 		$449K Sell
3,404
-106
-3% -$14.6K 0.05% 88
2018
Q3 		$527K Sell
3,510
-162
-4% -$23K 0.05% 82
2018
Q2 		$486K Sell
3,672
-3
-0.1% -$386 0.05% 80
2018
Q1 		$440K Buy
3,675
+500
+16% +$60.6K 0.04% 84
2017
Q4 		$362K Buy
3,175
+692
+28% +$76.4K 0.03% 92
2017
Q3 		$261K Sell
2,483
-128
-5% -$13K 0.02% 107
2017
Q2 		$245K Buy
2,611
+72
+3% +$6.68K 0.02% 109
2017
Q1 		$226K Buy
+2,539
New +$218K 0.02% 105
2016
Q4 		– Sell
-2,616
Closed -$216K – 113
2016
Q3 		$216K Buy
+2,616
New +$209K 0.02% 105
2015
Q4 		– Sell
-2,876
Closed -$200K – 114
2015
Q3 		$200K Buy
+2,876
New +$205K 0.03% 107

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Bingham Osborn & Scarborough's V Position: Q4 2021 in Review

Bingham Osborn & Scarborough sold out of Visa (V) in Q4 2021, closing a stake of 4,767 shares — an estimated $1.06M sold.

Bingham Osborn & Scarborough first reported a position in V in Q3 2015 and held it in 21 quarters. The position peaked at $1.06M in Q3 2021. 3,281 funds tracked by Wall St. Rank hold V as of Q4 2021.

  • Bingham Osborn & Scarborough reported no remaining Visa position as of Q4 2021 after selling out during the quarter.
  • Bingham Osborn & Scarborough sold 4,767 Visa shares in Q4 2021, an estimated $1.06M.
  • Bingham Osborn & Scarborough first reported a position in Visa in Q3 2015 and held it in 21 quarters.
  • Bingham Osborn & Scarborough's Visa position peaked at $1.06M in Q3 2021.
  • 3,281 funds tracked by Wall St. Rank held Visa as of Q4 2021.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.