BT Wealth Management’s Visa V Stock Holding History

BT 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 Q1	–	Sell	-2,174	Closed	-$311K	–	100
2018 Q4	$311K	Buy	+2,174	New	+$300K	0.13%	74

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BT Wealth Management's V Position: Q1 2019 in Review

BT Wealth Management sold out of Visa (V) in Q1 2019, closing a stake of 2,174 shares — an estimated $311K sold.

BT Wealth Management first reported a position in V in Q4 2018 and held it in 1 quarter. The position peaked at $311K in Q4 2018. 2,357 funds tracked by Wall St. Rank hold V as of Q1 2019.

BT Wealth Management reported no remaining Visa position as of Q1 2019 after selling out during the quarter.
BT Wealth Management sold 2,174 Visa shares in Q1 2019, an estimated $311K.
BT Wealth Management first reported a position in Visa in Q4 2018 and held it in 1 quarter.
BT Wealth Management's Visa position peaked at $311K in Q4 2018.
2,357 funds tracked by Wall St. Rank held Visa as of Q1 2019.

Based on BT Wealth Management's 13F filing for Q1 2019, filed 15 Apr 2019.