Clearview Wealth Advisors’s Visa V Stock Holding History

Clearview Wealth 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
2023 Q3	–	Sell	-579	Closed	-$137K	–	615
2023 Q2	$137K	Sell	579 -19	-3%	-$4.35K	0.14%	124
2023 Q1	$135K	Sell	598 -56	-9%	-$12.5K	0.14%	128
2022 Q4	$136K	Sell	654 -16	-2%	-$3.23K	0.11%	99
2022 Q3	$119K	Sell	670 -31	-4%	-$6.31K	0.09%	100
2022 Q2	$138K	Sell	701 -13	-2%	-$2.69K	0.1%	97
2022 Q1	$158K	Sell	714 -1,267	-64%	-$274K	0.1%	96
2021 Q4	$429K	Buy	1,981 +37	+2%	+$7.94K	0.26%	77
2021 Q3	$433K	Hold	1,944	–	–	0.27%	72
2021 Q2	$455K	Sell	1,944 -59	-3%	-$13.5K	0.28%	72
2021 Q1	$424K	Buy	2,003 +55	+3%	+$11.6K	0.28%	73
2020 Q4	$426K	Buy	+1,948	New	+$399K	0.29%	67

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

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

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

Clearview Wealth Advisors's V Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Visa (V) in Q3 2023, closing a stake of 579 shares — an estimated $137K sold.

Clearview Wealth Advisors first reported a position in V in Q4 2020 and held it in 11 quarters. The position peaked at $455K in Q2 2021. 3,513 funds tracked by Wall St. Rank hold V as of Q3 2023.

Clearview Wealth Advisors reported no remaining Visa position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 579 Visa shares in Q3 2023, an estimated $137K.
Clearview Wealth Advisors first reported a position in Visa in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Visa position peaked at $455K in Q2 2021.
3,513 funds tracked by Wall St. Rank held Visa as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.