Coulter & Justus Financial Services’s Visa V Stock Holding History

Coulter & Justus Financial Services’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 Q1	$8.07M	Buy	+28,915	New	+$7.98M	1.79%	25

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

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

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

Coulter & Justus Financial Services's V Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in Visa (V) in Q1 2024: 28,915 shares worth $8.07M. The stake represents 1.79% of the portfolio and ranks #25 among its holdings.

3,849 funds tracked by Wall St. Rank hold V as of Q1 2024.

Coulter & Justus Financial Services held 28,915 shares of Visa worth $8.07M as of Q1 2024.
Visa was a new Coulter & Justus Financial Services position in Q1 2024.
Visa made up 1.79% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #25 holding.
3,849 funds tracked by Wall St. Rank held Visa as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.