GWA
V icon

Guidant Wealth Advisors’s Visa V Stock Holding History

Guidant Wealth 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
Q3 		$33K Hold
194
– – 0.01% 188
2019
Q2 		$34K Hold
194
– – 0.01% 194
2019
Q1 		$30K Buy
194
+94
+94% +$13.5K 0.01% 199
2018
Q4 		$13K Sell
100
-22
-18% -$3.04K 0.01% 188
2018
Q3 		$18K Hold
122
– – 0.01% 126
2018
Q2 		$16K Hold
122
– – 0.01% 130
2018
Q1 		$14K Buy
122
+22
+22% +$2.67K 0.01% 138
2017
Q4 		$11K Buy
+100
New +$11K ﹤0.01% 145

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guidant Wealth Advisors's V Position: Q3 2019 in Review

Guidant Wealth Advisors held its Visa (V) position steady in Q3 2019 at 194 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #188.

Guidant Wealth Advisors first reported a position in V in Q4 2017 and has held it in 8 quarters since. The position peaked at $34K in Q2 2019. 2,429 funds tracked by Wall St. Rank hold V as of Q3 2019.

  • Guidant Wealth Advisors held 194 shares of Visa worth $33K as of Q3 2019.
  • Guidant Wealth Advisors left its Visa share count unchanged in Q3 2019.
  • Visa made up 0.01% of Guidant Wealth Advisors's portfolio in Q3 2019, its #188 holding.
  • Guidant Wealth Advisors first reported a position in Visa in Q4 2017 and has held it in 8 quarters since.
  • Guidant Wealth Advisors's Visa position peaked at $34K in Q2 2019.
  • 2,429 funds tracked by Wall St. Rank held Visa as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.