MD Financial Management
V icon

MD Financial Management’s Visa V Stock Holding History

MD Financial 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
2021
Q4 		$2.8M Buy
12,918
+184
+1% +$39.5K 0.07% 127
2021
Q3 		$2.84M Buy
12,734
+2,324
+22% +$545K 0.07% 100
2021
Q2 		$2.43M Buy
10,410
+10,237
+5,917% +$2.34M 0.07% 132
2021
Q1 		$37K Sell
173
-200
-54% -$42.1K ﹤0.01% 202
2020
Q4 		$82K Buy
+373
New +$76.3K ﹤0.01% 58

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

MD Financial Management's V Position: Q4 2021 in Review

MD Financial Management increased its Visa (V) stake by 1.4% in Q4 2021, buying an estimated $39.5K and bringing the position to 12,918 shares worth $2.8M. The position accounts for 0.07% of the portfolio, ranked #127.

MD Financial Management first reported a position in V in Q4 2020 and has held it in 5 quarters since. The position peaked at $2.84M in Q3 2021. 3,283 funds tracked by Wall St. Rank hold V as of Q4 2021.

  • MD Financial Management held 12,918 shares of Visa worth $2.8M as of Q4 2021.
  • MD Financial Management bought 184 Visa shares in Q4 2021, an estimated $39.5K.
  • Visa made up 0.07% of MD Financial Management's portfolio in Q4 2021, its #127 holding.
  • MD Financial Management first reported a position in Visa in Q4 2020 and has held it in 5 quarters since.
  • MD Financial Management's Visa position peaked at $2.84M in Q3 2021.
  • 3,283 funds tracked by Wall St. Rank held Visa as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.