NMM
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Naples Money Management’s Visa V Stock Holding History

Naples Money 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
2024
Q3 		$229K Hold
834
– – 0.19% 48
2024
Q2 		$220K Hold
834
– – 0.19% 46
2024
Q1 		$233K Hold
834
– – 0.23% 48
2023
Q4 		$217K Buy
+834
New +$206K 0.2% 50

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 $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Naples Money Management's V Position: Q3 2024 in Review

Naples Money Management held its Visa (V) position steady in Q3 2024 at 834 shares worth $229K. The position accounts for 0.19% of the portfolio, ranked #48.

Naples Money Management first reported a position in V in Q4 2023 and has held it in 4 quarters since. The position peaked at $233K in Q1 2024. 3,868 funds tracked by Wall St. Rank hold V as of Q3 2024.

  • Naples Money Management held 834 shares of Visa worth $229K as of Q3 2024.
  • Naples Money Management left its Visa share count unchanged in Q3 2024.
  • Visa made up 0.19% of Naples Money Management's portfolio in Q3 2024, its #48 holding.
  • Naples Money Management first reported a position in Visa in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's Visa position peaked at $233K in Q1 2024.
  • 3,868 funds tracked by Wall St. Rank held Visa as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.