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Institutional & Family Asset Management’s Visa V Stock Holding History

Institutional & Family Asset Management’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
2024
Q2 		$318K Buy
1,212
+357
+42% +$97.8K 0.05% 132
2024
Q1 		$239K Sell
855
-22
-3% -$6.07K 0.04% 136
2023
Q4 		$228K Sell
877
-11
-1% -$2.71K 0.04% 139
2023
Q3 		$204K Hold
888
– – 0.03% 141
2023
Q2 		$211K Sell
888
-10
-1% -$2.29K 0.03% 144
2023
Q1 		$202K Sell
898
-30
-3% -$6.68K 0.03% 143
2022
Q4 		$193K Buy
928
+5
+0.5% +$1.01K 0.03% 143
2022
Q3 		$164K Sell
923
-3
-0.3% -$610 0.03% 145
2022
Q2 		$182K Sell
926
-89
-9% -$18.4K 0.03% 141
2022
Q1 		$225K Buy
1,015
+7
+0.7% +$1.51K 0.04% 150
2021
Q4 		$218K Sell
1,008
-282
-22% -$60.5K 0.03% 154
2021
Q3 		$287K Buy
1,290
+192
+17% +$45K 0.05% 151
2021
Q2 		$257K Sell
1,098
-401
-27% -$91.7K 0.04% 154
2021
Q1 		$317K Buy
1,499
+126
+9% +$26.5K 0.06% 146
2020
Q4 		$300K Buy
1,373
+6
+0.4% +$1.23K 0.06% 144
2020
Q3 		$273K Sell
1,367
-1,353
-50% -$270K 0.06% 138
2020
Q2 		$525K Sell
2,720
-567
-17% -$104K 0.11% 109
2020
Q1 		$530K Buy
3,287
+357
+12% +$67.3K 0.12% 104
2019
Q4 		$551K Sell
2,930
-45
-2% -$8.11K 0.12% 115
2019
Q3 		$512K Sell
2,975
-195
-6% -$34.7K 0.11% 116
2019
Q2 		$550K Buy
3,170
+113
+4% +$18.5K 0.12% 112
2019
Q1 		$477K Sell
3,057
-47
-2% -$6.77K 0.1% 121
2018
Q4 		$410K Buy
3,104
+1
+0% +$138 0.09% 118
2018
Q3 		$466K Buy
3,103
+167
+6% +$23.7K 0.09% 121
2018
Q2 		$389K Buy
2,936
+632
+27% +$81.3K 0.08% 128
2018
Q1 		$276K Sell
2,304
-95
-4% -$11.5K 0.06% 151
2017
Q4 		$274K Buy
2,399
+105
+5% +$11.6K 0.05% 145
2017
Q3 		$241K Buy
+2,294
New +$233K 0.05% 160

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Institutional & Family Asset Management's V Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Visa (V) stake by 42% in Q2 2024, buying an estimated $97.8K and bringing the position to 1,212 shares worth $318K. The position accounts for 0.05% of the portfolio, ranked #132.

Institutional & Family Asset Management first reported a position in V in Q3 2017 and has held it in 28 quarters since. The position peaked at $551K in Q4 2019. 3,835 funds tracked by Wall St. Rank hold V as of Q2 2024.

  • Institutional & Family Asset Management held 1,212 shares of Visa worth $318K as of Q2 2024.
  • Institutional & Family Asset Management bought 357 Visa shares in Q2 2024, an estimated $97.8K.
  • Visa made up 0.05% of Institutional & Family Asset Management's portfolio in Q2 2024, its #132 holding.
  • Institutional & Family Asset Management first reported a position in Visa in Q3 2017 and has held it in 28 quarters since.
  • Institutional & Family Asset Management's Visa position peaked at $551K in Q4 2019.
  • 3,835 funds tracked by Wall St. Rank held Visa as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.