MWM
V icon

Midwest Wealth Management’s Visa V Stock Holding History

Midwest 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
2022
Q1 		$2.52M Buy
11,344
+343
+3% +$74.2K 1.53% 16
2021
Q4 		$2.38M Buy
11,001
+512
+5% +$110K 1.49% 21
2021
Q3 		$2.34M Buy
10,489
+228
+2% +$53.5K 1.61% 17
2021
Q2 		$2.4M Buy
10,261
+163
+2% +$37.3K 1.71% 17
2021
Q1 		$2.14M Buy
10,098
+365
+4% +$76.8K 1.74% 14
2020
Q4 		$2.13M Buy
+9,733
New +$1.99M 1.94% 12

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Midwest Wealth Management's V Position: Q1 2022 in Review

Midwest Wealth Management increased its Visa (V) stake by 3.1% in Q1 2022, buying an estimated $74.2K and bringing the position to 11,344 shares worth $2.52M. The position accounts for 1.53% of the portfolio, ranked #16.

Midwest Wealth Management first reported a position in V in Q4 2020 and has held it in 6 quarters since. 3,298 funds tracked by Wall St. Rank hold V as of Q1 2022.

  • Midwest Wealth Management held 11,344 shares of Visa worth $2.52M as of Q1 2022.
  • Midwest Wealth Management bought 343 Visa shares in Q1 2022, an estimated $74.2K.
  • Visa made up 1.53% of Midwest Wealth Management's portfolio in Q1 2022, its #16 holding.
  • Midwest Wealth Management first reported a position in Visa in Q4 2020 and has held it in 6 quarters since.
  • 3,298 funds tracked by Wall St. Rank held Visa as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.