Guidance Point Advisors’s Visa V Stock Holding History

Guidance Point 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
2021 Q4	–	Sell	-626	Closed	-$139K	–	386
2021 Q3	$139K	Buy	+626	New	+$147K	0.05%	100

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Guidance Point Advisors's V Position: Q4 2021 in Review

Guidance Point Advisors sold out of Visa (V) in Q4 2021, closing a stake of 626 shares — an estimated $139K sold.

Guidance Point Advisors first reported a position in V in Q3 2021 and held it in 1 quarter. The position peaked at $139K in Q3 2021. 3,281 funds tracked by Wall St. Rank hold V as of Q4 2021.

Guidance Point Advisors reported no remaining Visa position as of Q4 2021 after selling out during the quarter.
Guidance Point Advisors sold 626 Visa shares in Q4 2021, an estimated $139K.
Guidance Point Advisors first reported a position in Visa in Q3 2021 and held it in 1 quarter.
Guidance Point Advisors's Visa position peaked at $139K in Q3 2021.
3,281 funds tracked by Wall St. Rank held Visa as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.