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Brickley Wealth Management’s Visa V Stock Holding History

Brickley Wealth Management’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
Q2 		– Sell
-5,749
Closed -$898K – 45
2019
Q1 		$898K Hold
5,749
– – 0.4% 23
2018
Q4 		$759K Hold
5,749
– – 0.37% 23
2018
Q3 		$863K Hold
5,749
– – 0.41% 23
2018
Q2 		$761K Hold
5,749
– – 0.35% 20
2018
Q1 		$688K Buy
5,749
+379
+7% +$45.9K 0.35% 18
2017
Q4 		$612K Buy
+5,370
New +$593K 0.32% 17

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Brickley Wealth Management's V Position: Q2 2019 in Review

Brickley Wealth Management sold out of Visa (V) in Q2 2019, closing a stake of 5,749 shares — an estimated $898K sold.

Brickley Wealth Management first reported a position in V in Q4 2017 and held it in 6 quarters. The position peaked at $898K in Q1 2019. 2,385 funds tracked by Wall St. Rank hold V as of Q2 2019.

  • Brickley Wealth Management reported no remaining Visa position as of Q2 2019 after selling out during the quarter.
  • Brickley Wealth Management sold 5,749 Visa shares in Q2 2019, an estimated $898K.
  • Brickley Wealth Management first reported a position in Visa in Q4 2017 and held it in 6 quarters.
  • Brickley Wealth Management's Visa position peaked at $898K in Q1 2019.
  • 2,385 funds tracked by Wall St. Rank held Visa as of Q2 2019.

Based on Brickley Wealth Management's 13F filing for Q2 2019, filed 9 Aug 2019.