LifePro Asset Management’s Visa V Stock Holding History

LifePro Asset 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
2024 Q3	$259K	Buy	+941	New	+$254K	0.16%	125
2022 Q3	–	Sell	-2,771	Closed	-$546K	–	127
2022 Q2	$546K	Buy	2,771 +145	+6%	+$30K	0.28%	63
2022 Q1	$582K	Buy	2,626 +418	+19%	+$90.4K	0.21%	68
2021 Q4	$478K	Buy	+2,208	New	+$474K	0.14%	74
2021 Q3	–	Sell	-2,080	Closed	-$486K	–	112
2021 Q2	$486K	Sell	2,080 -2,419	-54%	-$553K	0.14%	49
2021 Q1	$953K	Sell	4,499 -605	-12%	-$127K	0.3%	32
2020 Q4	$1.12M	Buy	+5,104	New	+$1.04M	0.35%	35
2020 Q3	–	Sell	-14,243	Closed	-$2.75M	–	30
2020 Q2	$2.75M	Buy	+14,243	New	+$2.6M	2.37%	16

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

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

LifePro Asset Management's V Position: Q3 2024 in Review

LifePro Asset Management opened a new position in Visa (V) in Q3 2024: 941 shares worth $259K. The stake represents 0.16% of the portfolio and ranks #125 among its holdings. This is a return to the name: LifePro Asset Management previously reported a position in V as recently as Q2 2022.

LifePro Asset Management first reported a position in V in Q2 2020 and has held it in 8 quarters since. The position peaked at $2.75M in Q2 2020. 3,865 funds tracked by Wall St. Rank hold V as of Q3 2024.

LifePro Asset Management held 941 shares of Visa worth $259K as of Q3 2024.
Visa was a new LifePro Asset Management position in Q3 2024.
Visa made up 0.16% of LifePro Asset Management's portfolio in Q3 2024, its #125 holding.
LifePro Asset Management first reported a position in Visa in Q2 2020 and has held it in 8 quarters since.
LifePro Asset Management's Visa position peaked at $2.75M in Q2 2020.
3,865 funds tracked by Wall St. Rank held Visa as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.