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Milestone Wealth’s Visa V Stock Holding History

Milestone 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
2022
Q3 		$72K Hold
404
– – 0.08% 89
2022
Q2 		$80K Sell
404
-98
-20% -$20.3K 0.08% 86
2022
Q1 		$108K Hold
502
– – 0.09% 82
2021
Q4 		$108K Buy
+502
New +$108K 0.09% 82

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
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Milestone Wealth's V Position: Q3 2022 in Review

Milestone Wealth held its Visa (V) position steady in Q3 2022 at 404 shares worth $72K. The position accounts for 0.08% of the portfolio, ranked #89.

Milestone Wealth first reported a position in V in Q4 2021 and has held it in 4 quarters since. The position peaked at $108K in Q1 2022. 3,177 funds tracked by Wall St. Rank hold V as of Q3 2022.

  • Milestone Wealth held 404 shares of Visa worth $72K as of Q3 2022.
  • Milestone Wealth left its Visa share count unchanged in Q3 2022.
  • Visa made up 0.08% of Milestone Wealth's portfolio in Q3 2022, its #89 holding.
  • Milestone Wealth first reported a position in Visa in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Visa position peaked at $108K in Q1 2022.
  • 3,177 funds tracked by Wall St. Rank held Visa as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.