BFWM
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Bright Futures Wealth Management’s Visa V Stock Holding History

Bright Futures 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
2024
Q4 		– Sell
-1,550
Closed -$450K – 230
2024
Q3 		$450K Sell
1,550
-95
-6% -$25.7K 0.22% 127
2024
Q2 		$439K Sell
1,645
-419
-20% -$115K 0.24% 120
2024
Q1 		$550K Buy
+2,064
New +$570K 0.3% 95

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bright Futures Wealth Management's V Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of Visa (V) in Q4 2024, closing a stake of 1,550 shares — an estimated $450K sold.

Bright Futures Wealth Management first reported a position in V in Q1 2024 and held it in 3 quarters. The position peaked at $550K in Q1 2024. 4,279 funds tracked by Wall St. Rank hold V as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining Visa position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 1,550 Visa shares in Q4 2024, an estimated $450K.
  • Bright Futures Wealth Management first reported a position in Visa in Q1 2024 and held it in 3 quarters.
  • Bright Futures Wealth Management's Visa position peaked at $550K in Q1 2024.
  • 4,279 funds tracked by Wall St. Rank held Visa as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.