IA
V icon

Independence Advisors’s Visa V Stock Holding History

Independence 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
Q3 		$1.02M Buy
5,102
+240
+5% +$47.9K 0.22% 35
2020
Q2 		$939K Buy
4,862
+6
+0.1% +$1.1K 0.22% 39
2020
Q1 		$782K Hold
4,856
– – 0.22% 38
2019
Q4 		$912K Buy
4,856
+17
+0.4% +$3.06K 0.22% 36
2019
Q3 		$832K Sell
4,839
-141
-3% -$25.1K 0.2% 40
2019
Q2 		$864K Buy
4,980
+164
+3% +$26.9K 0.22% 37
2019
Q1 		$752K Buy
4,816
+943
+24% +$136K 0.21% 43
2018
Q4 		$511K Buy
+3,873
New +$535K 0.17% 46
2018
Q3 		– Sell
-3,742
Closed -$496K – 94
2018
Q2 		$496K Hold
3,742
– – 0.16% 43
2018
Q1 		$448K Hold
3,742
– – 0.15% 45
2017
Q4 		$427K Sell
3,742
-10
-0.3% -$1.1K 0.14% 47
2017
Q3 		$395K Buy
3,752
+45
+1% +$4.56K 0.16% 45
2017
Q2 		$348K Buy
3,707
+75
+2% +$6.96K 0.14% 49
2017
Q1 		$323K Hold
3,632
– – 0.14% 51
2016
Q4 		$283K Sell
3,632
-61
-2% -$4.9K 0.12% 54
2016
Q3 		$305K Buy
3,693
+6
+0.2% +$480 0.14% 48
2016
Q2 		$273K Buy
+3,687
New +$289K 0.14% 38

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Independence Advisors's V Position: Q3 2020 in Review

Independence Advisors increased its Visa (V) stake by 4.9% in Q3 2020, buying an estimated $47.9K and bringing the position to 5,102 shares worth $1.02M. The position accounts for 0.22% of the portfolio, ranked #35.

Independence Advisors first reported a position in V in Q2 2016 and has held it in 17 quarters since. 2,775 funds tracked by Wall St. Rank hold V as of Q3 2020.

  • Independence Advisors held 5,102 shares of Visa worth $1.02M as of Q3 2020.
  • Independence Advisors bought 240 Visa shares in Q3 2020, an estimated $47.9K.
  • Visa made up 0.22% of Independence Advisors's portfolio in Q3 2020, its #35 holding.
  • Independence Advisors first reported a position in Visa in Q2 2016 and has held it in 17 quarters since.
  • 2,775 funds tracked by Wall St. Rank held Visa as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.