FCA
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FinTrust Capital Advisors’s Visa V Stock Holding History

FinTrust Capital 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
2019
Q4 		– Sell
-3,000
Closed -$1.41M – 1123
2019
Q3 		$1.41M Buy
+3,000
New +$534K 0.48% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

FinTrust Capital Advisors's V Position: Q3 2024 in Review

FinTrust Capital Advisors increased its Visa (V) stake by 4.7% in Q3 2024, buying an estimated $29.7K and bringing the position to 2,462 shares worth $677K. The position accounts for 0.11% of the portfolio, ranked #151.

FinTrust Capital Advisors first reported a position in V in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.23M in Q2 2019. 3,865 funds tracked by Wall St. Rank hold V as of Q3 2024.

  • FinTrust Capital Advisors held 2,462 shares of Visa worth $677K as of Q3 2024.
  • FinTrust Capital Advisors bought 110 Visa shares in Q3 2024, an estimated $29.7K.
  • Visa made up 0.11% of FinTrust Capital Advisors's portfolio in Q3 2024, its #151 holding.
  • FinTrust Capital Advisors first reported a position in Visa in Q4 2018 and has held it in 24 quarters since.
  • FinTrust Capital Advisors's Visa position peaked at $1.23M in Q2 2019.
  • 3,865 funds tracked by Wall St. Rank held Visa as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.