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Financial Sense Advisors’s Visa V Stock Holding History

Financial Sense 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
-2,338
Closed -$518K – 143
2022
Q1 		$518K Buy
2,338
+1,197
+105% +$259K 0.19% 42
2021
Q4 		$247K Buy
1,141
+1
+0.1% +$215 0.08% 98
2021
Q3 		$254K Buy
1,140
+1
+0.1% +$234 0.09% 91
2021
Q2 		$266K Sell
1,139
-249
-18% -$56.9K 0.08% 96
2021
Q1 		$294K Sell
1,388
-27
-2% -$5.68K 0.1% 91
2020
Q4 		$309K Sell
1,415
-6,293
-82% -$1.29M 0.11% 85
2020
Q3 		$1.54M Buy
7,708
+23
+0.3% +$4.59K 0.61% 33
2020
Q2 		$1.49M Buy
7,685
+1,129
+17% +$206K 0.53% 33
2020
Q1 		$1.06M Buy
+6,556
New +$1.24M 0.47% 37
2014
Q2 		– Sell
-49,876
Closed -$2.69M – 139
2014
Q1 		$2.69M Sell
49,876
-77,144
-61% -$4.29M 1.16% 37
2013
Q4 		$7.07M Sell
127,020
-23,676
-16% -$1.19M 2.98% 7
2013
Q3 		$7.2M Buy
150,696
+2,940
+2% +$136K 3.13% 6
2013
Q2 		$6.75M Buy
+147,756
New +$6.47M 3.02% 6

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 $298B AUM 21.96% 1-Year Est. Return

Financial Sense Advisors's V Position: Q2 2022 in Review

Financial Sense Advisors sold out of Visa (V) in Q2 2022, closing a stake of 2,338 shares — an estimated $518K sold.

Financial Sense Advisors first reported a position in V in Q2 2013 and held it in 13 quarters. The position peaked at $7.2M in Q3 2013. 3,237 funds tracked by Wall St. Rank hold V as of Q2 2022.

  • Financial Sense Advisors reported no remaining Visa position as of Q2 2022 after selling out during the quarter.
  • Financial Sense Advisors sold 2,338 Visa shares in Q2 2022, an estimated $518K.
  • Financial Sense Advisors first reported a position in Visa in Q2 2013 and held it in 13 quarters.
  • Financial Sense Advisors's Visa position peaked at $7.2M in Q3 2013.
  • 3,237 funds tracked by Wall St. Rank held Visa as of Q2 2022.

Based on Financial Sense Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.