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Cardinal Point Wealth Management Partners’s Visa V Stock Holding History

Cardinal Point Wealth Management Partners’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
2023
Q1 		$429K Buy
1,902
+590
+45% +$131K 0.13% 56
2022
Q4 		$273K Buy
+1,312
New +$265K 0.09% 58

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cardinal Point Wealth Management Partners's V Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners increased its Visa (V) stake by 45% in Q1 2023, buying an estimated $131K and bringing the position to 1,902 shares worth $429K. The position accounts for 0.13% of the portfolio, ranked #56.

Cardinal Point Wealth Management Partners first reported a position in V in Q4 2022 and has held it in 2 quarters since. 3,433 funds tracked by Wall St. Rank hold V as of Q1 2023.

  • Cardinal Point Wealth Management Partners held 1,902 shares of Visa worth $429K as of Q1 2023.
  • Cardinal Point Wealth Management Partners bought 590 Visa shares in Q1 2023, an estimated $131K.
  • Visa made up 0.13% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #56 holding.
  • Cardinal Point Wealth Management Partners first reported a position in Visa in Q4 2022 and has held it in 2 quarters since.
  • 3,433 funds tracked by Wall St. Rank held Visa as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.