Gideon Capital Advisors’s Visa V Stock Holding History

Gideon Capital 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
2019 Q4	–	Sell	-24,002	Closed	-$4.13M	–	392
2019 Q3	$4.13M	Buy	+24,002	New	+$4.28M	1.35%	4
2019 Q1	–	Sell	-12,764	Closed	-$1.68M	–	523
2018 Q4	$1.68M	Buy	+12,764	New	+$1.76M	0.69%	30
2018 Q1	–	Sell	-2,530	Closed	-$288K	–	469
2017 Q4	$288K	Buy	+2,530	New	+$279K	0.25%	174
2016 Q4	–	Sell	-8,082	Closed	-$668K	–	477
2016 Q3	$668K	Sell	8,082 -25,336	-76%	-$2.03M	0.4%	81
2016 Q2	$2.48M	Buy	+33,418	New	+$2.62M	1.44%	14
2016 Q1	–	Sell	-5,994	Closed	-$465K	–	238
2015 Q4	$465K	Sell	5,994 -16,923	-74%	-$1.31M	0.34%	111
2015 Q3	$1.6M	Buy	+22,917	New	+$1.64M	0.93%	26
2015 Q2	–	Sell	-9,703	Closed	-$635K	–	324
2015 Q1	$635K	Buy	+9,703	New	+$642K	0.26%	132
2014 Q2	–	Sell	-8,220	Closed	-$444K	–	320
2014 Q1	$444K	Buy	+8,220	New	+$457K	0.25%	125

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gideon Capital Advisors's V Position: Q4 2019 in Review

Gideon Capital Advisors sold out of Visa (V) in Q4 2019, closing a stake of 24,002 shares — an estimated $4.13M sold.

Gideon Capital Advisors first reported a position in V in Q1 2014 and held it in 9 quarters. The position peaked at $4.13M in Q3 2019. 2,666 funds tracked by Wall St. Rank hold V as of Q4 2019.

Gideon Capital Advisors reported no remaining Visa position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 24,002 Visa shares in Q4 2019, an estimated $4.13M.
Gideon Capital Advisors first reported a position in Visa in Q1 2014 and held it in 9 quarters.
Gideon Capital Advisors's Visa position peaked at $4.13M in Q3 2019.
2,666 funds tracked by Wall St. Rank held Visa as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.