GWM
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Gupta Wealth Management’s Visa V Stock Holding History

Gupta 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
2016
Q1 		$414K Buy
5,414
+3
+0.1% +$218 0.1% 155
2015
Q4 		$420K Buy
5,411
+1,462
+37% +$113K 0.11% 156
2015
Q3 		$275K Sell
3,949
-122
-3% -$8.71K 0.07% 203
2015
Q2 		$273K Buy
4,071
+2,703
+198% +$183K 0.07% 213
2015
Q1 		$89K Buy
+1,368
New +$90.5K 0.03% 319

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gupta Wealth Management's V Position: Q1 2016 in Review

Gupta Wealth Management increased its Visa (V) stake by 0.06% in Q1 2016, buying an estimated $218 and bringing the position to 5,414 shares worth $414K. The position accounts for 0.1% of the portfolio, ranked #155.

Gupta Wealth Management first reported a position in V in Q1 2015 and has held it in 5 quarters since. The position peaked at $420K in Q4 2015. 1,540 funds tracked by Wall St. Rank hold V as of Q1 2016.

  • Gupta Wealth Management held 5,414 shares of Visa worth $414K as of Q1 2016.
  • Gupta Wealth Management bought 3 Visa shares in Q1 2016, an estimated $218.
  • Visa made up 0.1% of Gupta Wealth Management's portfolio in Q1 2016, its #155 holding.
  • Gupta Wealth Management first reported a position in Visa in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Visa position peaked at $420K in Q4 2015.
  • 1,540 funds tracked by Wall St. Rank held Visa as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.