JWM
V icon

Janiczek Wealth Management’s Visa V Stock Holding History

Janiczek Wealth 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 		$1.06M Sell
4,057
-240
-6% -$65.8K 0.22% 44
2024
Q1 		$1.2M Buy
4,297
+302
+8% +$83.4K 0.26% 41
2023
Q4 		$1.04M Buy
3,995
+236
+6% +$58.2K 0.25% 40
2023
Q3 		$865K Buy
3,759
+883
+31% +$212K 0.23% 40
2023
Q2 		$683K Buy
2,876
+262
+10% +$60K 0.19% 41
2023
Q1 		$612K Buy
2,614
+185
+8% +$41.2K 0.17% 43
2022
Q4 		$543K Buy
2,429
+807
+50% +$163K 0.15% 49
2022
Q3 		$296K Sell
1,622
-821
-34% -$167K 0.1% 69
2022
Q2 		$518K Sell
2,443
-203
-8% -$42K 0.15% 47
2022
Q1 		$587K Sell
2,646
-76
-3% -$16.4K 0.16% 46
2021
Q4 		$590K Buy
2,722
+1,086
+66% +$233K 0.18% 46
2021
Q3 		$364K Buy
1,636
+65
+4% +$15.2K 0.13% 55
2021
Q2 		$367K Buy
1,571
+709
+82% +$162K 0.13% 47
2021
Q1 		$183K Buy
862
+100
+13% +$21K 0.07% 76
2020
Q4 		$167K Buy
762
+304
+66% +$62.2K 0.08% 70
2020
Q3 		$92K Buy
458
+31
+7% +$6.19K 0.05% 72
2020
Q2 		$82K Buy
427
+69
+19% +$12.6K 0.05% 63
2020
Q1 		$58K Hold
358
– – 0.03% 59
2019
Q4 		$67K Hold
358
– – 0.03% 59
2019
Q3 		$62K Buy
358
+240
+203% +$42.7K 0.03% 61
2019
Q2 		$20K Hold
118
– – 0.01% 110
2019
Q1 		$18K Buy
118
+45
+62% +$6.49K 0.01% 99
2018
Q4 		$10K Hold
73
– – 0.01% 110
2018
Q3 		$11K Hold
73
– – 0.01% 94
2018
Q2 		$10K Buy
+73
New +$9.4K 0.01% 99

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Janiczek Wealth Management's V Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Visa (V) stake by 5.6% in Q2 2024, selling an estimated $65.8K and leaving 4,057 shares worth $1.06M. The position accounts for 0.22% of the portfolio, ranked #44.

Janiczek Wealth Management first reported a position in V in Q2 2018 and has held it in 25 quarters since. The position peaked at $1.2M in Q1 2024. 3,827 funds tracked by Wall St. Rank hold V as of Q2 2024.

  • Janiczek Wealth Management held 4,057 shares of Visa worth $1.06M as of Q2 2024.
  • Janiczek Wealth Management sold 240 Visa shares in Q2 2024, an estimated $65.8K.
  • Visa made up 0.22% of Janiczek Wealth Management's portfolio in Q2 2024, its #44 holding.
  • Janiczek Wealth Management first reported a position in Visa in Q2 2018 and has held it in 25 quarters since.
  • Janiczek Wealth Management's Visa position peaked at $1.2M in Q1 2024.
  • 3,827 funds tracked by Wall St. Rank held Visa as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.