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Bromfield Sneider Wealth Advisors’s Visa V Stock Holding History

Bromfield Sneider Wealth Advisors’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
2022
Q2 		– Sell
-812
Closed -$180K – 113
2022
Q1 		$180K Buy
+812
New +$176K 0.19% 30

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's V Position: Q2 2022 in Review

Bromfield Sneider Wealth Advisors sold out of Visa (V) in Q2 2022, closing a stake of 812 shares — an estimated $180K sold.

Bromfield Sneider Wealth Advisors first reported a position in V in Q1 2022 and held it in 1 quarter. The position peaked at $180K in Q1 2022. 3,238 funds tracked by Wall St. Rank hold V as of Q2 2022.

  • Bromfield Sneider Wealth Advisors reported no remaining Visa position as of Q2 2022 after selling out during the quarter.
  • Bromfield Sneider Wealth Advisors sold 812 Visa shares in Q2 2022, an estimated $180K.
  • Bromfield Sneider Wealth Advisors first reported a position in Visa in Q1 2022 and held it in 1 quarter.
  • Bromfield Sneider Wealth Advisors's Visa position peaked at $180K in Q1 2022.
  • 3,238 funds tracked by Wall St. Rank held Visa as of Q2 2022.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q2 2022, filed 6 Jul 2022.