LifePlan Financial Group’s Visa V Stock Holding History

LifePlan Financial Group’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
2020 Q3	$9K	Buy	44 +1	+2%	+$200	﹤0.01%	424
2020 Q2	$8K	Hold	43	–	–	﹤0.01%	436
2020 Q1	$7K	Hold	43	–	–	﹤0.01%	427
2019 Q4	$8K	Hold	43	–	–	﹤0.01%	440
2019 Q3	$7K	Hold	43	–	–	﹤0.01%	440
2019 Q2	$7K	Hold	43	–	–	﹤0.01%	434
2019 Q1	$7K	Hold	43	–	–	﹤0.01%	434
2018 Q4	$6K	Hold	43	–	–	﹤0.01%	437
2018 Q3	$6K	Hold	43	–	–	﹤0.01%	437
2018 Q2	$6K	Hold	43	–	–	﹤0.01%	423
2018 Q1	$5K	Buy	+43	New	+$5.21K	﹤0.01%	421

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

LifePlan Financial Group's V Position: Q3 2020 in Review

LifePlan Financial Group increased its Visa (V) stake by 2.3% in Q3 2020, buying an estimated $200 and bringing the position to 44 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

LifePlan Financial Group first reported a position in V in Q1 2018 and has held it in 11 quarters since. 2,775 funds tracked by Wall St. Rank hold V as of Q3 2020.

LifePlan Financial Group held 44 shares of Visa worth $9K as of Q3 2020.
LifePlan Financial Group bought 1 Visa share in Q3 2020, an estimated $200.
Visa made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #424 holding.
LifePlan Financial Group first reported a position in Visa in Q1 2018 and has held it in 11 quarters since.
2,775 funds tracked by Wall St. Rank held Visa as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.