Kula Investments’s Visa V Stock Holding History

Kula Investments’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
2023 Q1	$502K	Buy	2,225 +1,060	+91%	+$236K	0.12%	300
2022 Q4	$242K	Buy	+1,165	New	+$235K	0.07%	454

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

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

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

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

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

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

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

Kula Investments's V Position: Q1 2023 in Review

Kula Investments increased its Visa (V) stake by 91% in Q1 2023, buying an estimated $236K and bringing the position to 2,225 shares worth $502K. The position accounts for 0.12% of the portfolio, ranked #300.

Kula Investments first reported a position in V in Q4 2022 and has held it in 2 quarters since. 3,433 funds tracked by Wall St. Rank hold V as of Q1 2023.

Kula Investments held 2,225 shares of Visa worth $502K as of Q1 2023.
Kula Investments bought 1,060 Visa shares in Q1 2023, an estimated $236K.
Visa made up 0.12% of Kula Investments's portfolio in Q1 2023, its #300 holding.
Kula Investments first reported a position in Visa in Q4 2022 and has held it in 2 quarters since.
3,433 funds tracked by Wall St. Rank held Visa as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.