NEXT Financial Holdings’s Visa V Stock Holding History

NEXT Financial Holdings’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 Q1	$1.36M	Buy	+8,697	New	+$1.25M	0.34%	35

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

NEXT Financial Holdings's V Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Visa (V) in Q1 2019: 8,697 shares worth $1.36M. The stake represents 0.34% of the portfolio and ranks #35 among its holdings.

2,357 funds tracked by Wall St. Rank hold V as of Q1 2019.

NEXT Financial Holdings held 8,697 shares of Visa worth $1.36M as of Q1 2019.
Visa was a new NEXT Financial Holdings position in Q1 2019.
Visa made up 0.34% of NEXT Financial Holdings's portfolio in Q1 2019, its #35 holding.
2,357 funds tracked by Wall St. Rank held Visa as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.