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Milestone Investment Advisors’s Visa V Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-1,875
Closed -$431K – 425
2023
Q3 		$431K Buy
+1,875
New +$451K 0.12% 68
2023
Q2 		– Sell
-1,875
Closed -$423K – 420
2023
Q1 		$423K Buy
+1,875
New +$417K 0.13% 65

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 International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Milestone Investment Advisors's V Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Visa (V) in Q4 2023, closing a stake of 1,875 shares — an estimated $431K sold.

Milestone Investment Advisors first reported a position in V in Q1 2023 and held it in 2 quarters. The position peaked at $431K in Q3 2023. 3,778 funds tracked by Wall St. Rank hold V as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Visa position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 1,875 Visa shares in Q4 2023, an estimated $431K.
  • Milestone Investment Advisors first reported a position in Visa in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Visa position peaked at $431K in Q3 2023.
  • 3,778 funds tracked by Wall St. Rank held Visa as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.