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Brophy Wealth Management’s Visa V Stock Holding History

Brophy 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
Q3 		$1.78M Buy
+6,476
New +$1.75M 0.64% 32

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Brophy Wealth Management's V Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Visa (V) in Q3 2024: 6,476 shares worth $1.78M. The stake represents 0.64% of the portfolio and ranks #32 among its holdings.

3,868 funds tracked by Wall St. Rank hold V as of Q3 2024.

  • Brophy Wealth Management held 6,476 shares of Visa worth $1.78M as of Q3 2024.
  • Visa was a new Brophy Wealth Management position in Q3 2024.
  • Visa made up 0.64% of Brophy Wealth Management's portfolio in Q3 2024, its #32 holding.
  • 3,868 funds tracked by Wall St. Rank held Visa as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.