Hyperion Capital Advisors’s Visa V Stock Holding History

Hyperion Capital 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
2020 Q4	–	Sell	-2,055	Closed	-$411K	–	46
2020 Q3	$411K	Hold	2,055	–	–	0.2%	33
2020 Q2	$397K	Buy	+2,055	New	+$375K	0.23%	28

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Hyperion Capital Advisors's V Position: Q4 2020 in Review

Hyperion Capital Advisors sold out of Visa (V) in Q4 2020, closing a stake of 2,055 shares — an estimated $411K sold.

Hyperion Capital Advisors first reported a position in V in Q2 2020 and held it in 2 quarters. The position peaked at $411K in Q3 2020. 3,025 funds tracked by Wall St. Rank hold V as of Q4 2020.

Hyperion Capital Advisors reported no remaining Visa position as of Q4 2020 after selling out during the quarter.
Hyperion Capital Advisors sold 2,055 Visa shares in Q4 2020, an estimated $411K.
Hyperion Capital Advisors first reported a position in Visa in Q2 2020 and held it in 2 quarters.
Hyperion Capital Advisors's Visa position peaked at $411K in Q3 2020.
3,025 funds tracked by Wall St. Rank held Visa as of Q4 2020.

Based on Hyperion Capital Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.