MKD Wealth Coaches’s Visa V Stock Holding History

MKD Wealth Coaches’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
2019 Q3	–	Sell	-1,611	Closed	-$56K	–	193
2019 Q2	$56K	Buy	1,611 +1,293	+407%	+$212K	0.05%	82
2019 Q1	$50K	Buy	+318	New	+$45.8K	0.05%	85

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MKD Wealth Coaches's V Position: Q3 2019 in Review

MKD Wealth Coaches sold out of Visa (V) in Q3 2019, closing a stake of 1,611 shares — an estimated $56K sold.

MKD Wealth Coaches first reported a position in V in Q1 2019 and held it in 2 quarters. The position peaked at $56K in Q2 2019. 2,429 funds tracked by Wall St. Rank hold V as of Q3 2019.

MKD Wealth Coaches reported no remaining Visa position as of Q3 2019 after selling out during the quarter.
MKD Wealth Coaches sold 1,611 Visa shares in Q3 2019, an estimated $56K.
MKD Wealth Coaches first reported a position in Visa in Q1 2019 and held it in 2 quarters.
MKD Wealth Coaches's Visa position peaked at $56K in Q2 2019.
2,429 funds tracked by Wall St. Rank held Visa as of Q3 2019.

Based on MKD Wealth Coaches's 13F filing for Q3 2019, filed 6 Nov 2019.