Goodman Financial’s Visa V Stock Holding History

Goodman Financial’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 Q2	–	Sell	-1,037	Closed	-$234K	–	53
2023 Q1	$234K	Buy	+1,037	New	+$231K	0.07%	46

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

Goodman Financial's V Position: Q2 2023 in Review

Goodman Financial sold out of Visa (V) in Q2 2023, closing a stake of 1,037 shares — an estimated $234K sold.

Goodman Financial first reported a position in V in Q1 2023 and held it in 1 quarter. The position peaked at $234K in Q1 2023. 3,487 funds tracked by Wall St. Rank hold V as of Q2 2023.

Goodman Financial reported no remaining Visa position as of Q2 2023 after selling out during the quarter.
Goodman Financial sold 1,037 Visa shares in Q2 2023, an estimated $234K.
Goodman Financial first reported a position in Visa in Q1 2023 and held it in 1 quarter.
Goodman Financial's Visa position peaked at $234K in Q1 2023.
3,487 funds tracked by Wall St. Rank held Visa as of Q2 2023.

Based on Goodman Financial's 13F filing for Q2 2023, filed 8 Aug 2023.