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Foresight Wealth Management’s Visa V Stock Holding History

Foresight 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
2022
Q4 		– Sell
-5,724
Closed -$1.02M – 102
2022
Q3 		$1.02M Buy
5,724
+121
+2% +$24.6K 0.23% 36
2022
Q2 		$1.1M Buy
5,603
+89
+2% +$18.4K 0.23% 35
2022
Q1 		$1.22M Buy
5,514
+86
+2% +$18.6K 0.23% 37
2021
Q4 		$1.18M Sell
5,428
-172
-3% -$36.9K 0.02% 40
2021
Q3 		$1.25M Sell
5,600
-66
-1% -$15.5K 0.25% 33
2021
Q2 		$1.32M Buy
5,666
+61
+1% +$13.9K 0.29% 36
2021
Q1 		$1.19M Sell
5,605
-232
-4% -$48.8K 0.3% 36
2020
Q4 		$1.28M Sell
5,837
-288
-5% -$58.9K 0.34% 32
2020
Q3 		$1.23M Sell
6,125
-91
-1% -$18.2K 0.41% 28
2020
Q2 		$1.2M Buy
6,216
+79
+1% +$14.4K 0.55% 31
2020
Q1 		$989K Buy
6,137
+146
+2% +$27.5K 0.68% 30
2019
Q4 		$1.13M Sell
5,991
-149
-2% -$26.8K 0.69% 30
2019
Q3 		$1.06M Buy
6,140
+45
+0.7% +$8.02K 0.76% 31
2019
Q2 		$1.06M Buy
6,095
+26
+0.4% +$4.26K 0.8% 30
2019
Q1 		$948K Buy
6,069
+72
+1% +$10.4K 0.82% 32
2018
Q4 		$791K Buy
+5,997
New +$828K 0.84% 34

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Foresight Wealth Management's V Position: Q4 2022 in Review

Foresight Wealth Management sold out of Visa (V) in Q4 2022, closing a stake of 5,724 shares — an estimated $1.02M sold.

Foresight Wealth Management first reported a position in V in Q4 2018 and held it in 16 quarters. The position peaked at $1.32M in Q2 2021. 3,408 funds tracked by Wall St. Rank hold V as of Q4 2022.

  • Foresight Wealth Management reported no remaining Visa position as of Q4 2022 after selling out during the quarter.
  • Foresight Wealth Management sold 5,724 Visa shares in Q4 2022, an estimated $1.02M.
  • Foresight Wealth Management first reported a position in Visa in Q4 2018 and held it in 16 quarters.
  • Foresight Wealth Management's Visa position peaked at $1.32M in Q2 2021.
  • 3,408 funds tracked by Wall St. Rank held Visa as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.