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Life Planning Partners’s Visa V Stock Holding History

Life Planning Partners’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
2024
Q1 		– Sell
-274
Closed -$71.3K – 233
2023
Q4 		$71.3K Buy
+274
New +$67.5K 0.07% 90
2022
Q3 		$43.3K Hold
244
– – 0.05% 93
2022
Q2 		$48K Hold
244
– – 0.05% 90
2022
Q1 		$54K Hold
244
– – 0.06% 85
2021
Q4 		$53K Buy
+244
New +$52.4K 0.05% 87

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Life Planning Partners's V Position: Q1 2024 in Review

Life Planning Partners sold out of Visa (V) in Q1 2024, closing a stake of 274 shares — an estimated $71.3K sold.

Life Planning Partners first reported a position in V in Q4 2021 and held it in 5 quarters. The position peaked at $71.3K in Q4 2023. 3,860 funds tracked by Wall St. Rank hold V as of Q1 2024.

  • Life Planning Partners reported no remaining Visa position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 274 Visa shares in Q1 2024, an estimated $71.3K.
  • Life Planning Partners first reported a position in Visa in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's Visa position peaked at $71.3K in Q4 2023.
  • 3,860 funds tracked by Wall St. Rank held Visa as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.