Catalyst Private Wealth’s Visa V Stock Holding History

Catalyst Private Wealth’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
2020 Q4	–	Sell	-294	Closed	-$59K	–	273
2020 Q3	$59K	Buy	+294	New	+$58.7K	0.06%	107

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

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

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

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Catalyst Private Wealth's V Position: Q4 2020 in Review

Catalyst Private Wealth sold out of Visa (V) in Q4 2020, closing a stake of 294 shares — an estimated $59K sold.

Catalyst Private Wealth first reported a position in V in Q3 2020 and held it in 1 quarter. The position peaked at $59K in Q3 2020. 3,025 funds tracked by Wall St. Rank hold V as of Q4 2020.

Catalyst Private Wealth reported no remaining Visa position as of Q4 2020 after selling out during the quarter.
Catalyst Private Wealth sold 294 Visa shares in Q4 2020, an estimated $59K.
Catalyst Private Wealth first reported a position in Visa in Q3 2020 and held it in 1 quarter.
Catalyst Private Wealth's Visa position peaked at $59K in Q3 2020.
3,025 funds tracked by Wall St. Rank held Visa as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.