Enlightenment Research’s Visa V Stock Holding History

Enlightenment Research’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 Q4	–	Sell	-1,200	Closed	-$213K	–	86
2022 Q3	$213K	Sell	1,200 -2,200	-65%	-$448K	0.47%	82
2022 Q2	$669K	Buy	+3,400	New	+$703K	1.44%	21
2021 Q4	–	Sell	-4,606	Closed	-$1.03M	–	204
2021 Q3	$1.03M	Buy	4,606 +1,306	+40%	+$306K	1.25%	20
2021 Q2	$772K	Buy	+3,300	New	+$754K	0.98%	29
2021 Q1	–	Sell	-12,900	Closed	-$2.82M	–	195
2020 Q4	$2.82M	Buy	12,900 +7,400	+135%	+$1.51M	3.98%	5
2020 Q3	$1.1M	Buy	+5,500	New	+$1.1M	3.25%	6
2020 Q2	–	Sell	-1,600	Closed	-$291K	–	196
2020 Q1	$291K	Buy	+1,600	New	+$301K	0.31%	97
2019 Q4	–	Sell	-3,400	Closed	-$585K	–	121
2019 Q3	$585K	Buy	3,400 +695	+26%	+$124K	1.3%	23
2019 Q2	$445K	Buy	+2,705	New	+$443K	0.23%	129
2019 Q1	–	Sell	-8,221	Closed	-$1.08M	–	652
2018 Q4	$1.08M	Buy	+8,221	New	+$1.14M	1.35%	10

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Enlightenment Research's V Position: Q4 2022 in Review

Enlightenment Research sold out of Visa (V) in Q4 2022, closing a stake of 1,200 shares — an estimated $213K sold.

Enlightenment Research first reported a position in V in Q4 2018 and held it in 10 quarters. The position peaked at $2.82M in Q4 2020. 3,407 funds tracked by Wall St. Rank hold V as of Q4 2022.

Enlightenment Research reported no remaining Visa position as of Q4 2022 after selling out during the quarter.
Enlightenment Research sold 1,200 Visa shares in Q4 2022, an estimated $213K.
Enlightenment Research first reported a position in Visa in Q4 2018 and held it in 10 quarters.
Enlightenment Research's Visa position peaked at $2.82M in Q4 2020.
3,407 funds tracked by Wall St. Rank held Visa as of Q4 2022.

Based on Enlightenment Research's 13F filing for Q4 2022.