LWM
V icon

Ledge Wealth Management’s Visa V Stock Holding History

Ledge Wealth Management’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
Q4 		$2.73M Sell
10,471
-226
-2% -$55.7K 1.06% 26
2023
Q3 		$2.46M Buy
10,697
+4,793
+81% +$1.15M 1.1% 26
2023
Q2 		$1.4M Sell
5,904
-955
-14% -$219K 0.67% 40
2023
Q1 		$1.55M Buy
6,859
+57
+0.8% +$12.7K 0.73% 40
2022
Q4 		$1.41M Buy
6,802
+998
+17% +$201K 0.64% 43
2022
Q3 		$1.03M Sell
5,804
-1,013
-15% -$206K 0.63% 41
2022
Q2 		$1.34M Buy
6,817
+952
+16% +$197K 0.83% 40
2022
Q1 		$1.3M Buy
+5,865
New +$1.27M 0.81% 38

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Ledge Wealth Management's V Position: Q4 2023 in Review

Ledge Wealth Management reduced its Visa (V) stake by 2.1% in Q4 2023, selling an estimated $55.7K and leaving 10,471 shares worth $2.73M. The position accounts for 1.06% of the portfolio, ranked #26.

Ledge Wealth Management first reported a position in V in Q1 2022 and has held it in 8 quarters since. 3,771 funds tracked by Wall St. Rank hold V as of Q4 2023.

  • Ledge Wealth Management held 10,471 shares of Visa worth $2.73M as of Q4 2023.
  • Ledge Wealth Management sold 226 Visa shares in Q4 2023, an estimated $55.7K.
  • Visa made up 1.06% of Ledge Wealth Management's portfolio in Q4 2023, its #26 holding.
  • Ledge Wealth Management first reported a position in Visa in Q1 2022 and has held it in 8 quarters since.
  • 3,771 funds tracked by Wall St. Rank held Visa as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.