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KLR Investment Advisors’s Visa V Stock Holding History

KLR Investment Advisors’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
Q1 		$412K Hold
1,514
– – 0.3% 90
2023
Q4 		$394K Buy
1,514
+163
+12% +$40.2K 0.28% 105
2023
Q3 		$305K Sell
1,351
-10
-0.7% -$2.4K 0.28% 120
2023
Q2 		$323K Buy
1,361
+10
+0.7% +$2.29K 0.27% 125
2023
Q1 		$305K Sell
1,351
-17
-1% -$3.78K 0.27% 124
2022
Q4 		$284K Buy
+1,368
New +$276K 0.23% 142

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

KLR Investment Advisors's V Position: Q1 2024 in Review

KLR Investment Advisors held its Visa (V) position steady in Q1 2024 at 1,514 shares worth $412K. The position accounts for 0.3% of the portfolio, ranked #90.

KLR Investment Advisors first reported a position in V in Q4 2022 and has held it in 6 quarters since. 3,849 funds tracked by Wall St. Rank hold V as of Q1 2024.

  • KLR Investment Advisors held 1,514 shares of Visa worth $412K as of Q1 2024.
  • KLR Investment Advisors left its Visa share count unchanged in Q1 2024.
  • Visa made up 0.3% of KLR Investment Advisors's portfolio in Q1 2024, its #90 holding.
  • KLR Investment Advisors first reported a position in Visa in Q4 2022 and has held it in 6 quarters since.
  • 3,849 funds tracked by Wall St. Rank held Visa as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.