Clarfeld Financial Advisors’s Visa V Stock Holding History

Clarfeld Financial 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
2018 Q4	$144K	Buy	+1,090	New	+$151K	0.12%	56

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clarfeld Financial Advisors's V Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Visa (V) in Q4 2018: 1,090 shares worth $144K. The stake represents 0.12% of the portfolio and ranks #56 among its holdings.

2,291 funds tracked by Wall St. Rank hold V as of Q4 2018.

Clarfeld Financial Advisors held 1,090 shares of Visa worth $144K as of Q4 2018.
Visa was a new Clarfeld Financial Advisors position in Q4 2018.
Visa made up 0.12% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #56 holding.
2,291 funds tracked by Wall St. Rank held Visa as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.