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Freedman Financial Associates’s Visa V Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-787
Closed -$179K – 396
2022
Q1 		$179K Hold
787
– – 0.12% 83
2021
Q4 		$170K Buy
787
+71
+10% +$15.2K 0.12% 84
2021
Q3 		$159K Buy
716
+12
+2% +$2.81K 0.12% 81
2021
Q2 		$165K Hold
704
– – 0.12% 74
2021
Q1 		$149K Hold
704
– – 0.12% 75
2020
Q4 		$154K Buy
+704
New +$144K 0.14% 69

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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
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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Freedman Financial Associates's V Position: Q2 2022 in Review

Freedman Financial Associates sold out of Visa (V) in Q2 2022, closing a stake of 787 shares — an estimated $179K sold.

Freedman Financial Associates first reported a position in V in Q4 2020 and held it in 6 quarters. The position peaked at $179K in Q1 2022. 3,236 funds tracked by Wall St. Rank hold V as of Q2 2022.

  • Freedman Financial Associates reported no remaining Visa position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 787 Visa shares in Q2 2022, an estimated $179K.
  • Freedman Financial Associates first reported a position in Visa in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Visa position peaked at $179K in Q1 2022.
  • 3,236 funds tracked by Wall St. Rank held Visa as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.