CXI Advisors’s Visa V Stock Holding History

CXI 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
2019 Q4	$45K	Buy	+238	New	+$42.9K	0.1%	29

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

CXI Advisors's V Position: Q4 2019 in Review

CXI Advisors opened a new position in Visa (V) in Q4 2019: 238 shares worth $45K. The stake represents 0.1% of the portfolio and ranks #29 among its holdings.

2,666 funds tracked by Wall St. Rank hold V as of Q4 2019.

CXI Advisors held 238 shares of Visa worth $45K as of Q4 2019.
Visa was a new CXI Advisors position in Q4 2019.
Visa made up 0.1% of CXI Advisors's portfolio in Q4 2019, its #29 holding.
2,666 funds tracked by Wall St. Rank held Visa as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.