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IndexIQ Advisors’s Visa V Stock Holding History

IndexIQ 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
2022
Q1 		$6.23M Sell
28,086
-433
-2% -$93.7K 0.22% 91
2021
Q4 		$6.18M Sell
28,519
-676
-2% -$145K 0.21% 81
2021
Q3 		$6.5M Buy
29,195
+1,353
+5% +$317K 0.22% 81
2021
Q2 		$6.51M Buy
27,842
+830
+3% +$190K 0.22% 73
2021
Q1 		$5.72M Sell
27,012
-8,224
-23% -$1.73M 0.2% 79
2020
Q4 		$7.71M Buy
35,236
+10,975
+45% +$2.25M 0.28% 57
2020
Q3 		$4.85M Buy
24,261
+7,416
+44% +$1.48M 0.2% 68
2020
Q2 		$3.25M Buy
16,845
+4,328
+35% +$791K 0.15% 79
2020
Q1 		$2.02M Buy
12,517
+11,920
+1,997% +$2.25M 0.09% 109
2019
Q4 		$112K Buy
+597
New +$108K ﹤0.01% 505

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

IndexIQ Advisors's V Position: Q1 2022 in Review

IndexIQ Advisors reduced its Visa (V) stake by 1.5% in Q1 2022, selling an estimated $93.7K and leaving 28,086 shares worth $6.23M. The position accounts for 0.22% of the portfolio, ranked #91.

IndexIQ Advisors first reported a position in V in Q4 2019 and has held it in 10 quarters since. The position peaked at $7.71M in Q4 2020. 3,298 funds tracked by Wall St. Rank hold V as of Q1 2022.

  • IndexIQ Advisors held 28,086 shares of Visa worth $6.23M as of Q1 2022.
  • IndexIQ Advisors sold 433 Visa shares in Q1 2022, an estimated $93.7K.
  • Visa made up 0.22% of IndexIQ Advisors's portfolio in Q1 2022, its #91 holding.
  • IndexIQ Advisors first reported a position in Visa in Q4 2019 and has held it in 10 quarters since.
  • IndexIQ Advisors's Visa position peaked at $7.71M in Q4 2020.
  • 3,298 funds tracked by Wall St. Rank held Visa as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.