Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$569K Buy
2,556
+358
+16% +$83.9K 0.25% 101
2021
Q2
$514K Buy
2,198
+7
+0.3% +$1.6K 0.22% 130
2021
Q1
$464K Sell
2,191
-621
-22% -$131K 0.22% 130
2020
Q4
$615K Buy
+2,812
New +$575K 0.27% 100

Other funds holding V

Level Four Financial's V Position: Q3 2021 in Review

Level Four Financial increased its Visa (V) stake by 16% in Q3 2021, buying an estimated $83.9K and bringing the position to 2,556 shares worth $569K. The position accounts for 0.25% of the portfolio, ranked #101.

Level Four Financial first reported a position in V in Q4 2020 and has held it in 4 quarters since. The position peaked at $615K in Q4 2020. 3,057 funds tracked by Wall St. Rank hold V as of Q3 2021.

  • Level Four Financial held 2,556 shares of Visa worth $569K as of Q3 2021.
  • Level Four Financial bought 358 Visa shares in Q3 2021, an estimated $83.9K.
  • Visa made up 0.25% of Level Four Financial's portfolio in Q3 2021, its #101 holding.
  • Level Four Financial first reported a position in Visa in Q4 2020 and has held it in 4 quarters since.
  • Level Four Financial's Visa position peaked at $615K in Q4 2020.
  • 3,057 funds tracked by Wall St. Rank held Visa as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.