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Clear Perspectives Financial Planning’s Visa V Stock Holding History

Clear Perspectives Financial Planning’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 		$138K Hold
610
– – 0.08% 47
2022
Q4 		$127K Hold
610
– – 0.07% 53
2022
Q3 		$108K Hold
610
– – 0.05% 57
2022
Q2 		$120K Hold
610
– – 0.05% 63
2022
Q1 		$135K Hold
610
– – 0.05% 61
2021
Q4 		$132K Buy
610
+300
+97% +$64.4K 0.05% 71
2021
Q3 		$69K Hold
310
– – 0.03% 86
2021
Q2 		$72K Hold
310
– – 0.03% 86
2021
Q1 		$66K Hold
310
– – 0.04% 79
2020
Q4 		$68K Buy
+310
New +$63.4K 0.04% 76

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

Clear Perspectives Financial Planning's V Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Visa (V) position steady in Q1 2023 at 610 shares worth $138K. The position accounts for 0.08% of the portfolio, ranked #47.

Clear Perspectives Financial Planning first reported a position in V in Q4 2020 and has held it in 10 quarters since. 3,433 funds tracked by Wall St. Rank hold V as of Q1 2023.

  • Clear Perspectives Financial Planning held 610 shares of Visa worth $138K as of Q1 2023.
  • Clear Perspectives Financial Planning left its Visa share count unchanged in Q1 2023.
  • Visa made up 0.08% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #47 holding.
  • Clear Perspectives Financial Planning first reported a position in Visa in Q4 2020 and has held it in 10 quarters since.
  • 3,433 funds tracked by Wall St. Rank held Visa as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.