Castle Financial & Retirement Planning Associates’s Visa V Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021 Q4	$17K	Buy	+75	New	+$16.1K	0.06%	72

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

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

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

Castle Financial & Retirement Planning Associates's V Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Visa (V) in Q4 2021: 75 shares worth $17K. The stake represents 0.06% of the portfolio and ranks #72 among its holdings.

3,282 funds tracked by Wall St. Rank hold V as of Q4 2021.

Castle Financial & Retirement Planning Associates held 75 shares of Visa worth $17K as of Q4 2021.
Visa was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Visa made up 0.06% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #72 holding.
3,282 funds tracked by Wall St. Rank held Visa as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.