FWA
V icon

Freedom Wealth Alliance’s Visa V Stock Holding History

Freedom Wealth Alliance’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
Q3 		$222K Sell
964
-206
-18% -$49.5K 0.36% 36
2023
Q2 		$285K Hold
1,170
– – 0.4% 42
2023
Q1 		$264K Buy
1,170
+32
+3% +$7.12K 0.4% 44
2022
Q4 		$236K Buy
+1,138
New +$229K 0.33% 46

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

Freedom Wealth Alliance's V Position: Q3 2023 in Review

Freedom Wealth Alliance reduced its Visa (V) stake by 18% in Q3 2023, selling an estimated $49.5K and leaving 964 shares worth $222K. The position accounts for 0.36% of the portfolio, ranked #36.

Freedom Wealth Alliance first reported a position in V in Q4 2022 and has held it in 4 quarters since. The position peaked at $285K in Q2 2023. 3,514 funds tracked by Wall St. Rank hold V as of Q3 2023.

  • Freedom Wealth Alliance held 964 shares of Visa worth $222K as of Q3 2023.
  • Freedom Wealth Alliance sold 206 Visa shares in Q3 2023, an estimated $49.5K.
  • Visa made up 0.36% of Freedom Wealth Alliance's portfolio in Q3 2023, its #36 holding.
  • Freedom Wealth Alliance first reported a position in Visa in Q4 2022 and has held it in 4 quarters since.
  • Freedom Wealth Alliance's Visa position peaked at $285K in Q2 2023.
  • 3,514 funds tracked by Wall St. Rank held Visa as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.