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First Personal Financial Services’s Visa V Stock Holding History

First Personal Financial Services’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
2024
Q3 		$2.02M Sell
7,332
-250
-3% -$67.6K 0.43% 60
2024
Q2 		$1.99M Sell
7,582
-73
-1% -$20K 0.45% 57
2024
Q1 		$2.14M Hold
7,655
– – 0.5% 55
2023
Q4 		$1.99M Sell
7,655
-74
-1% -$18.2K 0.48% 54
2023
Q3 		$1.78M Sell
7,729
-50
-0.6% -$12K 0.46% 55
2023
Q2 		$1.85M Sell
7,779
-74
-0.9% -$16.9K 0.46% 55
2023
Q1 		$1.77M Buy
7,853
+150
+2% +$33.4K 0.46% 56
2022
Q4 		$1.6M Sell
7,703
-190
-2% -$38.3K 0.43% 56
2022
Q3 		$1.4M Sell
7,893
-127
-2% -$25.8K 0.41% 57
2022
Q2 		$1.58M Buy
8,020
+110
+1% +$22.7K 0.44% 56
2022
Q1 		$1.75M Buy
7,910
+534
+7% +$115K 0.41% 59
2021
Q4 		$1.6M Buy
7,376
+88
+1% +$18.9K 0.36% 60
2021
Q3 		$1.62M Hold
7,288
– – 0.4% 59
2021
Q2 		$1.7M Sell
7,288
-420
-5% -$96K 0.44% 56
2021
Q1 		$1.63M Sell
7,708
-396
-5% -$83.4K 0.45% 57
2020
Q4 		$1.77M Buy
8,104
+360
+5% +$73.7K 0.51% 52
2020
Q3 		$1.55M Sell
7,744
-13
-0.2% -$2.6K 0.49% 52
2020
Q2 		$1.5M Sell
7,757
-70
-0.9% -$12.8K 0.51% 53
2020
Q1 		$1.26M Sell
7,827
-124
-2% -$23.4K 0.49% 55
2019
Q4 		$1.49M Sell
7,951
-1,461
-16% -$263K 0.48% 56
2019
Q3 		$1.62M Sell
9,412
-374
-4% -$66.6K 0.5% 55
2019
Q2 		$1.7M Sell
9,786
-56
-0.6% -$9.17K 0.48% 52
2019
Q1 		$1.54M Sell
9,842
-142
-1% -$20.5K 0.47% 54
2018
Q4 		$1.32M Sell
9,984
-164
-2% -$22.7K 0.45% 58
2018
Q3 		$1.52M Buy
10,148
+197
+2% +$28K 0.48% 55
2018
Q2 		$1.32M Sell
9,951
-3,084
-24% -$397K 0.44% 57
2018
Q1 		$1.56M Sell
13,035
-3,103
-19% -$376K 0.34% 75
2017
Q4 		$1.84M Sell
16,138
-379
-2% -$41.9K 0.36% 73
2017
Q3 		$1.74M Sell
16,517
-233
-1% -$23.6K 0.37% 70
2017
Q2 		$1.57M Sell
16,750
-110
-0.7% -$10.2K 0.34% 75
2017
Q1 		$1.5M Buy
16,860
+596
+4% +$51.3K 0.36% 72
2016
Q4 		$1.27M Buy
16,264
+4,282
+36% +$344K 0.33% 76
2016
Q3 		$991K Hold
11,982
– – 0.29% 83
2016
Q2 		$889K Buy
11,982
+2,318
+24% +$181K 0.3% 80
2016
Q1 		$739K Hold
9,664
– – 0.37% 68
2015
Q4 		$749K Hold
9,664
– – 0.42% 67
2015
Q3 		$674K Sell
9,664
-208
-2% -$14.8K 0.41% 73
2015
Q2 		$663K Sell
9,872
-128
-1% -$8.67K 0.4% 74
2015
Q1 		$655K Hold
10,000
– – 0.4% 76
2014
Q4 		$655K Buy
+10,000
New +$602K 0.38% 75

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

First Personal Financial Services's V Position: Q3 2024 in Review

First Personal Financial Services reduced its Visa (V) stake by 3.3% in Q3 2024, selling an estimated $67.6K and leaving 7,332 shares worth $2.02M. The position accounts for 0.43% of the portfolio, ranked #60.

First Personal Financial Services first reported a position in V in Q4 2014 and has held it in 40 quarters since. The position peaked at $2.14M in Q1 2024. 3,865 funds tracked by Wall St. Rank hold V as of Q3 2024.

  • First Personal Financial Services held 7,332 shares of Visa worth $2.02M as of Q3 2024.
  • First Personal Financial Services sold 250 Visa shares in Q3 2024, an estimated $67.6K.
  • Visa made up 0.43% of First Personal Financial Services's portfolio in Q3 2024, its #60 holding.
  • First Personal Financial Services first reported a position in Visa in Q4 2014 and has held it in 40 quarters since.
  • First Personal Financial Services's Visa position peaked at $2.14M in Q1 2024.
  • 3,865 funds tracked by Wall St. Rank held Visa as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.