Lionsbridge Wealth Management’s Visa V Stock Holding History

Lionsbridge Wealth 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
2020 Q1	–	Sell	-45	Closed	-$8K	–	300
2019 Q4	$8K	Buy	+45	New	+$8.11K	0.01%	130

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lionsbridge Wealth Management's V Position: Q1 2020 in Review

Lionsbridge Wealth Management sold out of Visa (V) in Q1 2020, closing a stake of 45 shares — an estimated $8K sold.

Lionsbridge Wealth Management first reported a position in V in Q4 2019 and held it in 1 quarter. The position peaked at $8K in Q4 2019. 2,638 funds tracked by Wall St. Rank hold V as of Q1 2020.

Lionsbridge Wealth Management reported no remaining Visa position as of Q1 2020 after selling out during the quarter.
Lionsbridge Wealth Management sold 45 Visa shares in Q1 2020, an estimated $8K.
Lionsbridge Wealth Management first reported a position in Visa in Q4 2019 and held it in 1 quarter.
Lionsbridge Wealth Management's Visa position peaked at $8K in Q4 2019.
2,638 funds tracked by Wall St. Rank held Visa as of Q1 2020.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.