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Genesis Wealth Advisors’s Visa V Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		$25K Buy
372
+272
+272% +$18.4K 0.02% 267
2015
Q1 		$6.52K Hold
100
– – 0.01% 373
2014
Q4 		$6.83K Buy
+100
New +$6.02K 0.01% 405

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Genesis Wealth Advisors's V Position: Q2 2015 in Review

Genesis Wealth Advisors increased its Visa (V) stake by 272% in Q2 2015, buying an estimated $18.4K and bringing the position to 372 shares worth $25K. The position accounts for 0.02% of the portfolio, ranked #267.

Genesis Wealth Advisors first reported a position in V in Q4 2014 and has held it in 3 quarters since. 1,374 funds tracked by Wall St. Rank hold V as of Q2 2015.

  • Genesis Wealth Advisors held 372 shares of Visa worth $25K as of Q2 2015.
  • Genesis Wealth Advisors bought 272 Visa shares in Q2 2015, an estimated $18.4K.
  • Visa made up 0.02% of Genesis Wealth Advisors's portfolio in Q2 2015, its #267 holding.
  • Genesis Wealth Advisors first reported a position in Visa in Q4 2014 and has held it in 3 quarters since.
  • 1,374 funds tracked by Wall St. Rank held Visa as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.