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Laurel Wealth Planning’s Visa V Stock Holding History

Laurel Wealth Planning’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 		– Sell
-732
Closed -$152K – 197
2022
Q4 		$152K Hold
732
– – 0.1% 65
2022
Q3 		$130K Hold
732
– – 0.1% 69
2022
Q2 		$144K Hold
732
– – 0.1% 71
2022
Q1 		$162K Hold
732
– – 0.11% 75
2021
Q4 		$159K Hold
732
– – 0.12% 67
2021
Q3 		$163K Buy
732
+92
+14% +$21.6K 0.13% 63
2021
Q2 		$150K Hold
640
– – 0.13% 52
2021
Q1 		$136K Hold
640
– – 0.12% 51
2020
Q4 		$140K Buy
+640
New +$131K 0.14% 49

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Laurel Wealth Planning's V Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Visa (V) in Q1 2023, closing a stake of 732 shares — an estimated $152K sold.

Laurel Wealth Planning first reported a position in V in Q4 2020 and held it in 9 quarters. The position peaked at $163K in Q3 2021. 3,433 funds tracked by Wall St. Rank hold V as of Q1 2023.

  • Laurel Wealth Planning reported no remaining Visa position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 732 Visa shares in Q1 2023, an estimated $152K.
  • Laurel Wealth Planning first reported a position in Visa in Q4 2020 and held it in 9 quarters.
  • Laurel Wealth Planning's Visa position peaked at $163K in Q3 2021.
  • 3,433 funds tracked by Wall St. Rank held Visa as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.