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Lighthouse Financial Advisors’s Visa V Stock Holding History

Lighthouse Financial Advisors’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
2021
Q1 		$2.83M Buy
13,345
+1,620
+14% +$341K 0.86% 34
2020
Q4 		$2.56M Buy
11,725
+1,045
+10% +$214K 0.87% 40
2020
Q3 		$2.14M Buy
10,680
+434
+4% +$86.7K 0.81% 40
2020
Q2 		$1.96M Buy
10,246
+1,624
+19% +$297K 0.83% 41
2020
Q1 		$1.39M Sell
8,622
-281
-3% -$52.9K 0.85% 42
2019
Q4 		$1.67M Buy
+8,903
New +$1.6M 0.79% 43

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Lighthouse Financial Advisors's V Position: Q1 2021 in Review

Lighthouse Financial Advisors increased its Visa (V) stake by 14% in Q1 2021, buying an estimated $341K and bringing the position to 13,345 shares worth $2.83M. The position accounts for 0.86% of the portfolio, ranked #34.

Lighthouse Financial Advisors first reported a position in V in Q4 2019 and has held it in 6 quarters since. 3,021 funds tracked by Wall St. Rank hold V as of Q1 2021.

  • Lighthouse Financial Advisors held 13,345 shares of Visa worth $2.83M as of Q1 2021.
  • Lighthouse Financial Advisors bought 1,620 Visa shares in Q1 2021, an estimated $341K.
  • Visa made up 0.86% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #34 holding.
  • Lighthouse Financial Advisors first reported a position in Visa in Q4 2019 and has held it in 6 quarters since.
  • 3,021 funds tracked by Wall St. Rank held Visa as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.