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MGO Private Wealth’s Visa V Stock Holding History

MGO Private Wealth’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 		– Sell
-2,643
Closed -$694K – 77
2024
Q2 		$694K Hold
2,643
– – 0.44% 40
2024
Q1 		$738K Buy
2,643
+954
+56% +$263K 0.46% 35
2023
Q4 		$440K Hold
1,689
– – 0.3% 44
2023
Q3 		$388K Buy
1,689
+136
+9% +$32.7K 0.29% 47
2023
Q2 		$369K Hold
1,553
– – 0.28% 49
2023
Q1 		$350K Sell
1,553
-418
-21% -$93K 0.27% 53
2022
Q4 		$410K Sell
1,971
-26
-1% -$5.24K 0.19% 80
2022
Q3 		$355K Buy
+1,997
New +$406K 0.17% 86

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 $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

MGO Private Wealth's V Position: Q3 2024 in Review

MGO Private Wealth sold out of Visa (V) in Q3 2024, closing a stake of 2,643 shares — an estimated $694K sold.

MGO Private Wealth first reported a position in V in Q3 2022 and held it in 8 quarters. The position peaked at $738K in Q1 2024. 3,873 funds tracked by Wall St. Rank hold V as of Q3 2024.

  • MGO Private Wealth reported no remaining Visa position as of Q3 2024 after selling out during the quarter.
  • MGO Private Wealth sold 2,643 Visa shares in Q3 2024, an estimated $694K.
  • MGO Private Wealth first reported a position in Visa in Q3 2022 and held it in 8 quarters.
  • MGO Private Wealth's Visa position peaked at $738K in Q1 2024.
  • 3,873 funds tracked by Wall St. Rank held Visa as of Q3 2024.

Based on MGO Private Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.