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Danda Trouve Investment Management’s Visa V Stock Holding History

Danda Trouve Investment 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
2022
Q1 		– Sell
-4,780
Closed -$1.04M – 144
2021
Q4 		$1.04M Buy
4,780
+8
+0.2% +$1.72K 1.17% 24
2021
Q3 		$1.06M Buy
4,772
+4,667
+4,445% +$1.09M 1.28% 25
2021
Q2 		$25K Buy
+105
New +$24K 0.03% 86
2020
Q3 		– Sell
-20
Closed -$4K – 177
2020
Q2 		$4K Buy
+20
New +$3.65K 0.01% 123

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Danda Trouve Investment Management's V Position: Q1 2022 in Review

Danda Trouve Investment Management sold out of Visa (V) in Q1 2022, closing a stake of 4,780 shares — an estimated $1.04M sold.

Danda Trouve Investment Management first reported a position in V in Q2 2020 and held it in 4 quarters. The position peaked at $1.06M in Q3 2021. 3,298 funds tracked by Wall St. Rank hold V as of Q1 2022.

  • Danda Trouve Investment Management reported no remaining Visa position as of Q1 2022 after selling out during the quarter.
  • Danda Trouve Investment Management sold 4,780 Visa shares in Q1 2022, an estimated $1.04M.
  • Danda Trouve Investment Management first reported a position in Visa in Q2 2020 and held it in 4 quarters.
  • Danda Trouve Investment Management's Visa position peaked at $1.06M in Q3 2021.
  • 3,298 funds tracked by Wall St. Rank held Visa as of Q1 2022.

Based on Danda Trouve Investment Management's 13F filing for Q1 2022, filed 22 Apr 2022.