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Investors Financial Group’s Visa V Stock Holding History

Investors Financial Group’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 		– Sell
-1,424
Closed -$309K – 174
2021
Q4 		$309K Buy
1,424
+5
+0.4% +$1.07K 0.14% 153
2021
Q3 		$316K Sell
1,419
-7
-0.5% -$1.64K 0.17% 148
2021
Q2 		$333K Buy
1,426
+54
+4% +$12.3K 0.18% 141
2021
Q1 		$290K Buy
1,372
+60
+5% +$12.6K 0.17% 141
2020
Q4 		$287K Buy
1,312
+41
+3% +$8.39K 0.19% 130
2020
Q3 		$254K Buy
1,271
+16
+1% +$3.2K 0.19% 124
2020
Q2 		$242K Buy
+1,255
New +$229K 0.2% 120

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

Investors Financial Group's V Position: Q1 2022 in Review

Investors Financial Group sold out of Visa (V) in Q1 2022, closing a stake of 1,424 shares — an estimated $309K sold.

Investors Financial Group first reported a position in V in Q2 2020 and held it in 7 quarters. The position peaked at $333K in Q2 2021. 3,298 funds tracked by Wall St. Rank hold V as of Q1 2022.

  • Investors Financial Group reported no remaining Visa position as of Q1 2022 after selling out during the quarter.
  • Investors Financial Group sold 1,424 Visa shares in Q1 2022, an estimated $309K.
  • Investors Financial Group first reported a position in Visa in Q2 2020 and held it in 7 quarters.
  • Investors Financial Group's Visa position peaked at $333K in Q2 2021.
  • 3,298 funds tracked by Wall St. Rank held Visa as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.