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Ford Financial Group’s Visa V Stock Holding History

Ford Financial Group’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
2023
Q1 		– Sell
-1,594
Closed -$331K – 109
2022
Q4 		$331K Sell
1,594
-12
-0.7% -$2.42K 0.13% 89
2022
Q3 		$285K Buy
1,606
+5
+0.3% +$1.02K 0.12% 92
2022
Q2 		$315K Sell
1,601
-26
-2% -$5.37K 0.13% 89
2022
Q1 		$360K Buy
1,627
+70
+4% +$15.1K 0.14% 78
2021
Q4 		$337 Sell
1,557
-4,168
-73% -$895K 0.07% 72
2021
Q3 		$1.27M Sell
5,725
-130
-2% -$30.5K 0.49% 33
2021
Q2 		$1.37M Sell
5,855
-25
-0.4% -$5.71K 0.51% 32
2021
Q1 		$1.24M Sell
5,880
-1,002
-15% -$211K 0.54% 35
2020
Q4 		$1.5M Sell
6,882
-60
-0.9% -$12.3K 0.71% 28
2020
Q3 		$1.39M Buy
6,942
+266
+4% +$53.1K 0.76% 27
2020
Q2 		$1.29M Buy
6,676
+1,717
+35% +$314K 0.72% 26
2020
Q1 		$798K Buy
4,959
+3,662
+282% +$690K 0.53% 31
2019
Q4 		$243K Sell
1,297
-8
-0.6% -$1.44K 0.14% 77
2019
Q3 		$224K Sell
1,305
-45
-3% -$8.02K 0.14% 74
2019
Q2 		$234K Sell
1,350
-52
-4% -$8.51K 0.16% 69
2019
Q1 		$218K Buy
+1,402
New +$202K 0.16% 60
2018
Q1 		– Sell
-671
Closed -$80K – 356
2017
Q4 		$80K Buy
+671
New +$74.1K 0.06% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ford Financial Group's V Position: Q1 2023 in Review

Ford Financial Group sold out of Visa (V) in Q1 2023, closing a stake of 1,594 shares — an estimated $331K sold.

Ford Financial Group first reported a position in V in Q4 2017 and held it in 17 quarters. The position peaked at $1.5M in Q4 2020. 3,433 funds tracked by Wall St. Rank hold V as of Q1 2023.

  • Ford Financial Group reported no remaining Visa position as of Q1 2023 after selling out during the quarter.
  • Ford Financial Group sold 1,594 Visa shares in Q1 2023, an estimated $331K.
  • Ford Financial Group first reported a position in Visa in Q4 2017 and held it in 17 quarters.
  • Ford Financial Group's Visa position peaked at $1.5M in Q4 2020.
  • 3,433 funds tracked by Wall St. Rank held Visa as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.