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Hoover Financial Advisors’s Visa V Stock Holding History

Hoover Financial 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
Q2 		$74K Hold
316
– – 0.01% 234
2021
Q1 		$71K Sell
316
-15
-5% -$3.16K 0.01% 232
2020
Q4 		$67K Buy
+331
New +$67.7K 0.02% 213
2020
Q3 		– Sell
-518
Closed -$100K – 466
2020
Q2 		$100K Buy
+518
New +$94.6K 0.04% 137

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Hoover Financial Advisors's V Position: Q2 2021 in Review

Hoover Financial Advisors held its Visa (V) position steady in Q2 2021 at 316 shares worth $74K. The position accounts for 0.01% of the portfolio, ranked #234.

Hoover Financial Advisors first reported a position in V in Q2 2020 and has held it in 4 quarters since. The position peaked at $100K in Q2 2020. 3,046 funds tracked by Wall St. Rank hold V as of Q2 2021.

  • Hoover Financial Advisors held 316 shares of Visa worth $74K as of Q2 2021.
  • Hoover Financial Advisors left its Visa share count unchanged in Q2 2021.
  • Visa made up 0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #234 holding.
  • Hoover Financial Advisors first reported a position in Visa in Q2 2020 and has held it in 4 quarters since.
  • Hoover Financial Advisors's Visa position peaked at $100K in Q2 2020.
  • 3,046 funds tracked by Wall St. Rank held Visa as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.