Keystone Wealth Partners’s Visa V Stock Holding History

Keystone Wealth Partners’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	-1,059	Closed	-$229K	–	32
2021 Q4	$229K	Buy	+1,059	New	+$227K	0.1%	30

Other funds holding V

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Keystone Wealth Partners's V Position: Q1 2022 in Review

Keystone Wealth Partners sold out of Visa (V) in Q1 2022, closing a stake of 1,059 shares — an estimated $229K sold.

Keystone Wealth Partners first reported a position in V in Q4 2021 and held it in 1 quarter. The position peaked at $229K in Q4 2021. 3,298 funds tracked by Wall St. Rank hold V as of Q1 2022.

Keystone Wealth Partners reported no remaining Visa position as of Q1 2022 after selling out during the quarter.
Keystone Wealth Partners sold 1,059 Visa shares in Q1 2022, an estimated $229K.
Keystone Wealth Partners first reported a position in Visa in Q4 2021 and held it in 1 quarter.
Keystone Wealth Partners's Visa position peaked at $229K in Q4 2021.
3,298 funds tracked by Wall St. Rank held Visa as of Q1 2022.

Based on Keystone Wealth Partners's 13F filing for Q1 2022, filed 29 Apr 2022.