HA
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HYA Advisors’s Visa V Stock Holding History

HYA 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
Q3 		– Sell
-1,492
Closed -$349K – 157
2021
Q2 		$349K Sell
1,492
-460
-24% -$105K 0.15% 107
2021
Q1 		$413K Buy
1,952
+351
+22% +$73.9K 0.2% 87
2020
Q4 		$350K Buy
1,601
+1
+0.1% +$205 0.19% 92
2020
Q3 		$320K Sell
1,600
-64
-4% -$12.8K 0.19% 93
2020
Q2 		$321K Buy
1,664
+63
+4% +$11.5K 0.21% 85
2020
Q1 		$258K Buy
1,601
+1
+0.1% +$188 0.21% 88
2019
Q4 		$301K Buy
+1,600
New +$288K 0.19% 85

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

HYA Advisors's V Position: Q3 2021 in Review

HYA Advisors sold out of Visa (V) in Q3 2021, closing a stake of 1,492 shares — an estimated $349K sold.

HYA Advisors first reported a position in V in Q4 2019 and held it in 7 quarters. The position peaked at $413K in Q1 2021. 3,054 funds tracked by Wall St. Rank hold V as of Q3 2021.

  • HYA Advisors reported no remaining Visa position as of Q3 2021 after selling out during the quarter.
  • HYA Advisors sold 1,492 Visa shares in Q3 2021, an estimated $349K.
  • HYA Advisors first reported a position in Visa in Q4 2019 and held it in 7 quarters.
  • HYA Advisors's Visa position peaked at $413K in Q1 2021.
  • 3,054 funds tracked by Wall St. Rank held Visa as of Q3 2021.

Based on HYA Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.