CRA
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Clear Rock Advisors’s Visa V Stock Holding History

Clear Rock 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
2024
Q2 		$3.43M Buy
13,067
+459
+4% +$126K 1.47% 20
2024
Q1 		$3.52M Buy
12,608
+176
+1% +$48.6K 1.53% 18
2023
Q4 		$3.44M Buy
+12,432
New +$3.06M 1.55% 18

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Clear Rock Advisors's V Position: Q2 2024 in Review

Clear Rock Advisors increased its Visa (V) stake by 3.6% in Q2 2024, buying an estimated $126K and bringing the position to 13,067 shares worth $3.43M. The position accounts for 1.47% of the portfolio, ranked #20.

Clear Rock Advisors first reported a position in V in Q4 2023 and has held it in 3 quarters since. The position peaked at $3.52M in Q1 2024. 3,827 funds tracked by Wall St. Rank hold V as of Q2 2024.

  • Clear Rock Advisors held 13,067 shares of Visa worth $3.43M as of Q2 2024.
  • Clear Rock Advisors bought 459 Visa shares in Q2 2024, an estimated $126K.
  • Visa made up 1.47% of Clear Rock Advisors's portfolio in Q2 2024, its #20 holding.
  • Clear Rock Advisors first reported a position in Visa in Q4 2023 and has held it in 3 quarters since.
  • Clear Rock Advisors's Visa position peaked at $3.52M in Q1 2024.
  • 3,827 funds tracked by Wall St. Rank held Visa as of Q2 2024.

Based on Clear Rock Advisors's 13F filing for Q2 2024, filed 3 Sep 2024.