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DC Investments Management’s Visa V Stock Holding History

DC Investments 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
2020
Q3 		– Sell
-1,825
Closed -$353K – 292
2020
Q2 		$353K Sell
1,825
-1,068
-37% -$195K 0.13% 126
2020
Q1 		$466K Buy
2,893
+896
+45% +$169K 0.38% 83
2019
Q4 		$375K Sell
1,997
-932
-32% -$168K 0.29% 168
2019
Q3 		$504K Sell
2,929
-327
-10% -$58.2K 0.29% 129
2019
Q2 		$565K Buy
3,256
+1,400
+75% +$229K 0.32% 113
2019
Q1 		$290K Hold
1,856
– – 0.18% 217
2018
Q4 		$245K Buy
+1,856
New +$256K 0.2% 212
2018
Q2 		– Sell
-7,900
Closed -$945K – 397
2018
Q1 		$945K Buy
7,900
+1,718
+28% +$208K 0.63% 51
2017
Q4 		$705K Buy
+6,182
New +$683K 0.29% 95

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

DC Investments Management's V Position: Q3 2020 in Review

DC Investments Management sold out of Visa (V) in Q3 2020, closing a stake of 1,825 shares — an estimated $353K sold.

DC Investments Management first reported a position in V in Q4 2017 and held it in 9 quarters. The position peaked at $945K in Q1 2018. 2,776 funds tracked by Wall St. Rank hold V as of Q3 2020.

  • DC Investments Management reported no remaining Visa position as of Q3 2020 after selling out during the quarter.
  • DC Investments Management sold 1,825 Visa shares in Q3 2020, an estimated $353K.
  • DC Investments Management first reported a position in Visa in Q4 2017 and held it in 9 quarters.
  • DC Investments Management's Visa position peaked at $945K in Q1 2018.
  • 2,776 funds tracked by Wall St. Rank held Visa as of Q3 2020.

Based on DC Investments Management's 13F filing for Q3 2020, filed 4 Nov 2020.