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Green Alpha Advisors’s Visa V Stock Holding History

Green Alpha 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
2024
Q1 		– Sell
-1,025
Closed -$267K – 150
2023
Q4 		$267K Hold
1,025
– – 0.19% 135
2023
Q3 		$236K Hold
1,025
– – 0.18% 138
2023
Q2 		$243K Hold
1,025
– – 0.16% 134
2023
Q1 		$231K Hold
1,025
– – 0.16% 132
2022
Q4 		$213K Buy
+1,025
New +$207K 0.18% 129

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Green Alpha Advisors's V Position: Q1 2024 in Review

Green Alpha Advisors sold out of Visa (V) in Q1 2024, closing a stake of 1,025 shares — an estimated $267K sold.

Green Alpha Advisors first reported a position in V in Q4 2022 and held it in 5 quarters. The position peaked at $267K in Q4 2023. 3,860 funds tracked by Wall St. Rank hold V as of Q1 2024.

  • Green Alpha Advisors reported no remaining Visa position as of Q1 2024 after selling out during the quarter.
  • Green Alpha Advisors sold 1,025 Visa shares in Q1 2024, an estimated $267K.
  • Green Alpha Advisors first reported a position in Visa in Q4 2022 and held it in 5 quarters.
  • Green Alpha Advisors's Visa position peaked at $267K in Q4 2023.
  • 3,860 funds tracked by Wall St. Rank held Visa as of Q1 2024.

Based on Green Alpha Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.