Coury Firm Asset Management’s Visa V Stock Holding History

Coury Firm Asset Management’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	$377K	Buy	+1,639	New	+$394K	0.6%	20

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

Coury Firm Asset Management's V Position: Q3 2023 in Review

Coury Firm Asset Management opened a new position in Visa (V) in Q3 2023: 1,639 shares worth $377K. The stake represents 0.6% of the portfolio and ranks #20 among its holdings.

3,514 funds tracked by Wall St. Rank hold V as of Q3 2023.

Coury Firm Asset Management held 1,639 shares of Visa worth $377K as of Q3 2023.
Visa was a new Coury Firm Asset Management position in Q3 2023.
Visa made up 0.6% of Coury Firm Asset Management's portfolio in Q3 2023, its #20 holding.
3,514 funds tracked by Wall St. Rank held Visa as of Q3 2023.

Based on Coury Firm Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.