DRS
V icon

Deane Retirement Strategies’s Visa V Stock Holding History

Deane Retirement Strategies’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
2026
Q2 		$5.39M Buy
+15,716
New +$5.05M 2.28% 16
2024
Q4 		– Sell
-8,559
Closed -$2.35M – 84
2024
Q3 		$2.35M Buy
8,559
+57
+0.7% +$15.4K 1.15% 36
2024
Q2 		$2.23M Sell
8,502
-210
-2% -$57.6K 1.14% 44
2024
Q1 		$2.43M Buy
8,712
+95
+1% +$26.2K 1.23% 38
2023
Q4 		$2.24M Sell
8,617
-11
-0.1% -$2.71K 1.22% 26
2023
Q3 		$1.99M Buy
8,628
+9
+0.1% +$2.16K 1.11% 26
2023
Q2 		$2.05M Buy
8,619
+110
+1% +$25.2K 1.12% 24
2023
Q1 		$1.92M Buy
8,509
+51
+0.6% +$11.4K 1.06% 31
2022
Q4 		$1.76M Buy
+8,458
New +$1.71M 0.98% 34
2021
Q4 		– Sell
-12,410
Closed -$2.76M – 69
2021
Q3 		$2.76M Sell
12,410
-5,542
-31% -$1.3M 1.55% 26
2021
Q2 		$4.2M Buy
17,952
+264
+1% +$60.4K 2.31% 13
2021
Q1 		$3.83M Buy
17,688
+9,955
+129% +$2.1M 2.06% 15
2020
Q4 		$1.69M Buy
+7,733
New +$1.58M 1.03% 34
2020
Q1 		– Sell
-9,625
Closed -$1.81M – 74
2019
Q4 		$1.81M Buy
+9,625
New +$1.73M 1.24% 26
2016
Q3 		– Sell
-18,806
Closed -$1.4M – 57
2016
Q2 		$1.4M Sell
18,806
-609
-3% -$47.7K 1.28% 21
2016
Q1 		$1.49M Sell
19,415
-1,630
-8% -$118K 1.39% 21
2015
Q4 		$1.63M Buy
+21,045
New +$1.63M 1.66% 12

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return