CWA
V icon

Canvas Wealth Advisors’s Visa V Stock Holding History

Canvas 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
2026
Q2 		$633K Sell
1,845
-39
-2% -$12.5K 0.09% 117
2026
Q1 		$569K Buy
1,884
+138
+8% +$44.4K 0.1% 115
2025
Q4 		$612K Sell
1,746
-143
-8% -$48.7K 0.1% 98
2025
Q3 		$661K Sell
1,889
-44
-2% -$15.2K 0.12% 90
2025
Q2 		$687K Sell
1,933
-389
-17% -$136K 0.14% 87
2025
Q1 		$770K Buy
2,322
+158
+7% +$53.5K 0.2% 77
2024
Q4 		$684K Buy
2,164
+68
+3% +$20.4K 0.17% 81
2024
Q3 		$576K Buy
2,096
+289
+16% +$78.1K 0.16% 79
2024
Q2 		$475K Sell
1,807
-257
-12% -$70.4K 0.15% 84
2024
Q1 		$563K Buy
2,064
+612
+42% +$169K 0.19% 67
2023
Q4 		$384K Sell
1,452
-47
-3% -$11.6K 0.14% 85
2023
Q3 		$350K Sell
1,499
-57
-4% -$13.7K 0.14% 84
2023
Q2 		$374K Sell
1,556
-542
-26% -$124K 0.14% 84
2023
Q1 		$480K Sell
2,098
-157
-7% -$34.9K 0.2% 72
2022
Q4 		$495K Buy
2,255
+506
+29% +$102K 0.21% 74
2022
Q3 		$356K Buy
1,749
+10
+0.6% +$2.04K 0.15% 85
2022
Q2 		$342K Buy
1,739
+329
+23% +$68K 0.14% 91
2022
Q1 		$294K Sell
1,410
-439
-24% -$94.9K 0.11% 115
2021
Q4 		$401K Buy
1,849
+290
+19% +$62.3K 0.14% 98
2021
Q3 		$347K Buy
+1,559
New +$366K 0.14% 91

Other funds holding V

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return