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Lehman & Derafelo Financial Resources’s Visa V Stock Holding History

Lehman & Derafelo Financial Resources’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
2022
Q4 		$1.19M Buy
5,709
+261
+5% +$52.6K 0.35% 41
2022
Q3 		$968K Sell
5,448
-400
-7% -$81.4K 0.31% 43
2022
Q2 		$1.15M Buy
5,848
+86
+1% +$17.8K 0.36% 42
2022
Q1 		$1.28M Sell
5,762
-193
-3% -$41.7K 0.36% 42
2021
Q4 		$1.29M Sell
5,955
-450
-7% -$96.6K 0.39% 40
2021
Q3 		$1.43M Sell
6,405
-70
-1% -$16.4K 0.46% 36
2021
Q2 		$1.51M Buy
6,475
+57
+0.9% +$13K 0.41% 39
2021
Q1 		$1.36M Buy
6,418
+5
+0.1% +$1.05K 0.38% 39
2020
Q4 		$1.4M Sell
6,413
-10
-0.2% -$2.05K 0.42% 39
2020
Q3 		$1.28M Sell
6,423
-817
-11% -$163K 0.41% 45
2020
Q2 		$1.4M Buy
7,240
+1,007
+16% +$184K 0.49% 43
2020
Q1 		$1M Buy
6,233
+1,750
+39% +$330K 0.42% 41
2019
Q4 		$842K Buy
4,483
+184
+4% +$33.2K 0.3% 49
2019
Q3 		$739K Hold
4,299
– – 0.28% 52
2019
Q2 		$759K Buy
4,299
+15
+0.4% +$2.46K 0.31% 46
2019
Q1 		$669K Hold
4,284
– – 0.29% 48
2018
Q4 		$565K Buy
+4,284
New +$592K 0.28% 46

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
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
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
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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Lehman & Derafelo Financial Resources's V Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources increased its Visa (V) stake by 4.8% in Q4 2022, buying an estimated $52.6K and bringing the position to 5,709 shares worth $1.19M. The position accounts for 0.35% of the portfolio, ranked #41.

Lehman & Derafelo Financial Resources first reported a position in V in Q4 2018 and has held it in 17 quarters since. The position peaked at $1.51M in Q2 2021. 3,406 funds tracked by Wall St. Rank hold V as of Q4 2022.

  • Lehman & Derafelo Financial Resources held 5,709 shares of Visa worth $1.19M as of Q4 2022.
  • Lehman & Derafelo Financial Resources bought 261 Visa shares in Q4 2022, an estimated $52.6K.
  • Visa made up 0.35% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #41 holding.
  • Lehman & Derafelo Financial Resources first reported a position in Visa in Q4 2018 and has held it in 17 quarters since.
  • Lehman & Derafelo Financial Resources's Visa position peaked at $1.51M in Q2 2021.
  • 3,406 funds tracked by Wall St. Rank held Visa as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.