Greenhouse Wealth Management’s Visa V Stock Holding History

Greenhouse Wealth Management’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
2021 Q1	–	Sell	-179	Closed	-$39K	–	119
2020 Q4	$39K	Buy	+179	New	+$36.6K	0.04%	118

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

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Greenhouse Wealth Management's V Position: Q1 2021 in Review

Greenhouse Wealth Management sold out of Visa (V) in Q1 2021, closing a stake of 179 shares — an estimated $39K sold.

Greenhouse Wealth Management first reported a position in V in Q4 2020 and held it in 1 quarter. The position peaked at $39K in Q4 2020. 3,022 funds tracked by Wall St. Rank hold V as of Q1 2021.

Greenhouse Wealth Management reported no remaining Visa position as of Q1 2021 after selling out during the quarter.
Greenhouse Wealth Management sold 179 Visa shares in Q1 2021, an estimated $39K.
Greenhouse Wealth Management first reported a position in Visa in Q4 2020 and held it in 1 quarter.
Greenhouse Wealth Management's Visa position peaked at $39K in Q4 2020.
3,022 funds tracked by Wall St. Rank held Visa as of Q1 2021.

Based on Greenhouse Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.