EC
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Estate Counselors’s Visa V Stock Holding History

Estate Counselors’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
-298
Closed -$52K – 190
2022
Q3 		$52K Hold
298
– – 0.01% 137
2022
Q2 		$58K Hold
298
– – 0.01% 135
2022
Q1 		$66K Hold
298
– – 0.01% 136
2021
Q4 		$64K Hold
298
– – 0.01% 149
2021
Q3 		$66K Hold
298
– – 0.01% 155
2021
Q2 		$69K Hold
298
– – 0.01% 149
2021
Q1 		$63K Hold
298
– – 0.01% 148
2020
Q4 		$65K Sell
298
-2,383
-89% -$488K 0.01% 121
2020
Q3 		$536K Buy
2,681
+148
+6% +$29.6K 0.08% 80
2020
Q2 		$489K Buy
+2,533
New +$463K 0.08% 90

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Estate Counselors's V Position: Q4 2022 in Review

Estate Counselors sold out of Visa (V) in Q4 2022, closing a stake of 298 shares — an estimated $52K sold.

Estate Counselors first reported a position in V in Q2 2020 and held it in 10 quarters. The position peaked at $536K in Q3 2020. 3,406 funds tracked by Wall St. Rank hold V as of Q4 2022.

  • Estate Counselors reported no remaining Visa position as of Q4 2022 after selling out during the quarter.
  • Estate Counselors sold 298 Visa shares in Q4 2022, an estimated $52K.
  • Estate Counselors first reported a position in Visa in Q2 2020 and held it in 10 quarters.
  • Estate Counselors's Visa position peaked at $536K in Q3 2020.
  • 3,406 funds tracked by Wall St. Rank held Visa as of Q4 2022.

Based on Estate Counselors's 13F filing for Q4 2022, filed 8 Feb 2023.