Cetera Advisors’s Visa V Stock Holding History

Cetera 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
2020 Q2	–	Sell	-200	Closed	-$2K	–	960
2020 Q1	$2K	Buy	+200	New	+$37.7K	﹤0.01%	805

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Cetera Advisors's V Position: Q1 2024 in Review

Cetera Advisors increased its Visa (V) stake by 58% in Q1 2024, buying an estimated $16.9M and bringing the position to 167,187 shares worth $46.7M. The position accounts for 0.37% of the portfolio, ranked #47.

Cetera Advisors first reported a position in V in Q4 2013 and has held it in 40 quarters since. 3,849 funds tracked by Wall St. Rank hold V as of Q1 2024.

Cetera Advisors held 167,187 shares of Visa worth $46.7M as of Q1 2024.
Cetera Advisors bought 61,141 Visa shares in Q1 2024, an estimated $16.9M.
Visa made up 0.37% of Cetera Advisors's portfolio in Q1 2024, its #47 holding.
Cetera Advisors first reported a position in Visa in Q4 2013 and has held it in 40 quarters since.
3,849 funds tracked by Wall St. Rank held Visa as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.