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Financial Planners of Cleveland’s Visa V Stock Holding History

Financial Planners of Cleveland’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
-1,722
Closed -$382K – 47
2022
Q1 		$382K Sell
1,722
-441
-20% -$95.4K 0.16% 41
2021
Q4 		$465K Buy
+2,163
New +$464K 0.19% 41

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Financial Planners of Cleveland's V Position: Q2 2022 in Review

Financial Planners of Cleveland sold out of Visa (V) in Q2 2022, closing a stake of 1,722 shares — an estimated $382K sold.

Financial Planners of Cleveland first reported a position in V in Q4 2021 and held it in 2 quarters. The position peaked at $465K in Q4 2021. 3,237 funds tracked by Wall St. Rank hold V as of Q2 2022.

  • Financial Planners of Cleveland reported no remaining Visa position as of Q2 2022 after selling out during the quarter.
  • Financial Planners of Cleveland sold 1,722 Visa shares in Q2 2022, an estimated $382K.
  • Financial Planners of Cleveland first reported a position in Visa in Q4 2021 and held it in 2 quarters.
  • Financial Planners of Cleveland's Visa position peaked at $465K in Q4 2021.
  • 3,237 funds tracked by Wall St. Rank held Visa as of Q2 2022.

Based on Financial Planners of Cleveland's 13F filing for Q2 2022.