KOC
V icon

Koss-Olinger Consulting’s Visa V Stock Holding History

Koss-Olinger Consulting’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
2021
Q4 		– Sell
-2,066
Closed -$460K – 258
2021
Q3 		$460K Sell
2,066
-735
-26% -$172K 0.07% 122
2021
Q2 		$655K Buy
2,801
+250
+10% +$57.2K 0.1% 113
2021
Q1 		$540K Buy
+2,551
New +$537K 0.09% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Koss-Olinger Consulting's V Position: Q4 2021 in Review

Koss-Olinger Consulting sold out of Visa (V) in Q4 2021, closing a stake of 2,066 shares — an estimated $460K sold.

Koss-Olinger Consulting first reported a position in V in Q1 2021 and held it in 3 quarters. The position peaked at $655K in Q2 2021. 3,281 funds tracked by Wall St. Rank hold V as of Q4 2021.

  • Koss-Olinger Consulting reported no remaining Visa position as of Q4 2021 after selling out during the quarter.
  • Koss-Olinger Consulting sold 2,066 Visa shares in Q4 2021, an estimated $460K.
  • Koss-Olinger Consulting first reported a position in Visa in Q1 2021 and held it in 3 quarters.
  • Koss-Olinger Consulting's Visa position peaked at $655K in Q2 2021.
  • 3,281 funds tracked by Wall St. Rank held Visa as of Q4 2021.

Based on Koss-Olinger Consulting's 13F filing for Q4 2021, filed 7 Feb 2022.