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Investors Asset Management of Georgia’s Visa V Stock Holding History

Investors Asset Management of Georgia’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
Q4 		– Sell
-225
Closed -$40K – 491
2022
Q3 		$40K Hold
225
– – 0.02% 341
2022
Q2 		$44K Buy
+225
New +$46.5K 0.02% 272

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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 $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 1-Year Est. Return

Investors Asset Management of Georgia's V Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Visa (V) in Q4 2022, closing a stake of 225 shares — an estimated $40K sold.

Investors Asset Management of Georgia first reported a position in V in Q2 2022 and held it in 2 quarters. The position peaked at $44K in Q2 2022. 3,407 funds tracked by Wall St. Rank hold V as of Q4 2022.

  • Investors Asset Management of Georgia reported no remaining Visa position as of Q4 2022 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 225 Visa shares in Q4 2022, an estimated $40K.
  • Investors Asset Management of Georgia first reported a position in Visa in Q2 2022 and held it in 2 quarters.
  • Investors Asset Management of Georgia's Visa position peaked at $44K in Q2 2022.
  • 3,407 funds tracked by Wall St. Rank held Visa as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.