My Personal CFO LLC’s Visa V Stock Holding History

My Personal CFO LLC’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 Q1	–	Sell	-97	Closed	-$20.2K	–	786
2022 Q4	$20.2K	Buy	+97	New	+$19.6K	0.02%	203

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

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

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

My Personal CFO LLC's V Position: Q1 2023 in Review

My Personal CFO LLC sold out of Visa (V) in Q1 2023, closing a stake of 97 shares — an estimated $20.2K sold.

My Personal CFO LLC first reported a position in V in Q4 2022 and held it in 1 quarter. The position peaked at $20.2K in Q4 2022. 3,434 funds tracked by Wall St. Rank hold V as of Q1 2023.

My Personal CFO LLC reported no remaining Visa position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 97 Visa shares in Q1 2023, an estimated $20.2K.
My Personal CFO LLC first reported a position in Visa in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Visa position peaked at $20.2K in Q4 2022.
3,434 funds tracked by Wall St. Rank held Visa as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.