Divergent Wealth Advisors’s Visa V Stock Holding History

Divergent Wealth 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
2022 Q2	–	Sell	-1,749	Closed	-$388K	–	18
2022 Q1	$388K	Buy	1,749 +3	+0.2%	+$649	0.08%	16
2021 Q4	$378K	Sell	1,746 -94	-5%	-$20.2K	0.08%	19
2021 Q3	$410K	Buy	+1,840	New	+$431K	0.09%	15
2018 Q2	–	Sell	-55	Closed	-$7K	–	174
2018 Q1	$7K	Buy	+55	New	+$6.67K	﹤0.01%	116

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Divergent Wealth Advisors's V Position: Q2 2022 in Review

Divergent Wealth Advisors sold out of Visa (V) in Q2 2022, closing a stake of 1,749 shares — an estimated $388K sold.

Divergent Wealth Advisors first reported a position in V in Q1 2018 and held it in 4 quarters. The position peaked at $410K in Q3 2021. 3,236 funds tracked by Wall St. Rank hold V as of Q2 2022.

Divergent Wealth Advisors reported no remaining Visa position as of Q2 2022 after selling out during the quarter.
Divergent Wealth Advisors sold 1,749 Visa shares in Q2 2022, an estimated $388K.
Divergent Wealth Advisors first reported a position in Visa in Q1 2018 and held it in 4 quarters.
Divergent Wealth Advisors's Visa position peaked at $410K in Q3 2021.
3,236 funds tracked by Wall St. Rank held Visa as of Q2 2022.

Based on Divergent Wealth Advisors's 13F filing for Q2 2022, filed 20 Jul 2022.