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Columbia Advisory Partners’s Visa V Stock Holding History

Columbia Advisory Partners’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 		– Sell
-2,190
Closed -$455K – 73
2022
Q4 		$455K Sell
2,190
-32
-1% -$6.45K 0.43% 29
2022
Q3 		$395K Sell
2,222
-31
-1% -$6.31K 0.48% 24
2022
Q2 		$444K Buy
2,253
+14
+0.6% +$2.89K 0.51% 22
2022
Q1 		$497K Sell
2,239
-3
-0.1% -$649 0.5% 20
2021
Q4 		$486K Buy
+2,242
New +$481K 0.48% 19

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

Columbia Advisory Partners's V Position: Q1 2023 in Review

Columbia Advisory Partners sold out of Visa (V) in Q1 2023, closing a stake of 2,190 shares — an estimated $455K sold.

Columbia Advisory Partners first reported a position in V in Q4 2021 and held it in 5 quarters. The position peaked at $497K in Q1 2022. 3,434 funds tracked by Wall St. Rank hold V as of Q1 2023.

  • Columbia Advisory Partners reported no remaining Visa position as of Q1 2023 after selling out during the quarter.
  • Columbia Advisory Partners sold 2,190 Visa shares in Q1 2023, an estimated $455K.
  • Columbia Advisory Partners first reported a position in Visa in Q4 2021 and held it in 5 quarters.
  • Columbia Advisory Partners's Visa position peaked at $497K in Q1 2022.
  • 3,434 funds tracked by Wall St. Rank held Visa as of Q1 2023.

Based on Columbia Advisory Partners's 13F filing for Q1 2023, filed 9 May 2023.