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FMFE Wealth Management’s Visa V Stock Holding History

FMFE 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
2024
Q2 		$266K Hold
1,015
– – 0.25% 15
2024
Q1 		$283K Hold
1,015
– – 0.26% 14
2023
Q4 		$264K Buy
+1,015
New +$250K 0.26% 17

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

FMFE Wealth Management's V Position: Q2 2024 in Review

FMFE Wealth Management held its Visa (V) position steady in Q2 2024 at 1,015 shares worth $266K. The position accounts for 0.25% of the portfolio, ranked #15.

FMFE Wealth Management first reported a position in V in Q4 2023 and has held it in 3 quarters since. The position peaked at $283K in Q1 2024. 3,828 funds tracked by Wall St. Rank hold V as of Q2 2024.

  • FMFE Wealth Management held 1,015 shares of Visa worth $266K as of Q2 2024.
  • FMFE Wealth Management left its Visa share count unchanged in Q2 2024.
  • Visa made up 0.25% of FMFE Wealth Management's portfolio in Q2 2024, its #15 holding.
  • FMFE Wealth Management first reported a position in Visa in Q4 2023 and has held it in 3 quarters since.
  • FMFE Wealth Management's Visa position peaked at $283K in Q1 2024.
  • 3,828 funds tracked by Wall St. Rank held Visa as of Q2 2024.

Based on FMFE Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.