Fiat Wealth Management’s Visa V Stock Holding History

Fiat Wealth 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
2023 Q4	$419K	Buy	+1,608	New	+$396K	5.3%	8

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fiat Wealth Management's V Position: Q4 2023 in Review

Fiat Wealth Management opened a new position in Visa (V) in Q4 2023: 1,608 shares worth $419K. The stake represents 5.3% of the portfolio and ranks #8 among its holdings.

3,772 funds tracked by Wall St. Rank hold V as of Q4 2023.

Fiat Wealth Management held 1,608 shares of Visa worth $419K as of Q4 2023.
Visa was a new Fiat Wealth Management position in Q4 2023.
Visa made up 5.3% of Fiat Wealth Management's portfolio in Q4 2023, its #8 holding.
3,772 funds tracked by Wall St. Rank held Visa as of Q4 2023.

Based on Fiat Wealth Management's 13F filing for Q4 2023, filed 3 May 2024.