CCA
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Criterion Capital Advisors’s Visa V Stock Holding History

Criterion Capital 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
Q4 		$2.46M Hold
9,377
– – 1.55% 15
2024
Q3 		$2.46M Hold
9,377
– – 1.55% 15
2024
Q2 		$2.46M Sell
9,377
-21
-0.2% -$5.76K 1.55% 15
2024
Q1 		$2.62M Buy
9,398
+189
+2% +$52.2K 1.75% 13
2023
Q4 		$2.4M Buy
+9,209
New +$2.27M 1.74% 15

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Criterion Capital Advisors's V Position: Q4 2024 in Review

Criterion Capital Advisors held its Visa (V) position steady in Q4 2024 at 9,377 shares worth $2.46M. The position accounts for 1.55% of the portfolio, ranked #15.

Criterion Capital Advisors first reported a position in V in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.62M in Q1 2024. 4,278 funds tracked by Wall St. Rank hold V as of Q4 2024.

  • Criterion Capital Advisors held 9,377 shares of Visa worth $2.46M as of Q4 2024.
  • Criterion Capital Advisors left its Visa share count unchanged in Q4 2024.
  • Visa made up 1.55% of Criterion Capital Advisors's portfolio in Q4 2024, its #15 holding.
  • Criterion Capital Advisors first reported a position in Visa in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's Visa position peaked at $2.62M in Q1 2024.
  • 4,278 funds tracked by Wall St. Rank held Visa as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.