Israel Discount Bank of New York’s Visa V Stock Holding History

Israel Discount Bank of New York’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 Q4	–	Sell	-1,180	Closed	-$236K	–	88
2020 Q3	$236K	Hold	1,180	–	–	0.15%	80
2020 Q2	$228K	Sell	1,180 -205	-15%	-$37.5K	0.16%	84
2020 Q1	$223K	Hold	1,385	–	–	0.17%	81
2019 Q4	$260K	Hold	1,385	–	–	0.17%	80
2019 Q3	$238K	Sell	1,385 -5	-0.4%	-$891	0.17%	79
2019 Q2	$241K	Sell	1,390 -150	-10%	-$24.6K	0.18%	76
2019 Q1	$241K	Hold	1,540	–	–	0.16%	79
2018 Q4	$203K	Buy	1,540 +200	+15%	+$27.6K	0.16%	83
2018 Q3	$201K	Sell	1,340 -10	-0.7%	-$1.42K	0.13%	85
2018 Q2	$179K	Hold	1,350	–	–	0.12%	87
2018 Q1	$161K	Hold	1,350	–	–	0.11%	93
2017 Q4	$154K	Hold	1,350	–	–	0.11%	94
2017 Q3	$142K	Hold	1,350	–	–	0.11%	92
2017 Q2	$127K	Sell	1,350 -1,180	-47%	-$110K	0.1%	94
2017 Q1	$225K	Sell	2,530 -2,027	-44%	-$174K	0.18%	78
2016 Q4	$356K	Buy	+4,557	New	+$366K	0.32%	68

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Israel Discount Bank of New York's V Position: Q4 2020 in Review

Israel Discount Bank of New York sold out of Visa (V) in Q4 2020, closing a stake of 1,180 shares — an estimated $236K sold.

Israel Discount Bank of New York first reported a position in V in Q4 2016 and held it in 16 quarters. The position peaked at $356K in Q4 2016. 3,025 funds tracked by Wall St. Rank hold V as of Q4 2020.

Israel Discount Bank of New York reported no remaining Visa position as of Q4 2020 after selling out during the quarter.
Israel Discount Bank of New York sold 1,180 Visa shares in Q4 2020, an estimated $236K.
Israel Discount Bank of New York first reported a position in Visa in Q4 2016 and held it in 16 quarters.
Israel Discount Bank of New York's Visa position peaked at $356K in Q4 2016.
3,025 funds tracked by Wall St. Rank held Visa as of Q4 2020.

Based on Israel Discount Bank of New York's 13F filing for Q4 2020, filed 17 Feb 2021.