Owen LaRue’s Visa V Stock Holding History

Owen LaRue’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 Q2	–	Sell	-840	Closed	-$234K	–	96
2024 Q1	$234K	Buy	+840	New	+$232K	0.15%	81
2023 Q4	–	Sell	-8,655	Closed	-$1.99M	–	84
2023 Q3	$1.99M	Buy	8,655 +1,980	+30%	+$476K	2.19%	14
2023 Q2	$1.59M	Buy	+6,675	New	+$1.53M	1.67%	19

Other funds holding V

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Owen LaRue's V Position: Q2 2024 in Review

Owen LaRue sold out of Visa (V) in Q2 2024, closing a stake of 840 shares — an estimated $234K sold.

Owen LaRue first reported a position in V in Q2 2023 and held it in 3 quarters. The position peaked at $1.99M in Q3 2023. 3,835 funds tracked by Wall St. Rank hold V as of Q2 2024.

Owen LaRue reported no remaining Visa position as of Q2 2024 after selling out during the quarter.
Owen LaRue sold 840 Visa shares in Q2 2024, an estimated $234K.
Owen LaRue first reported a position in Visa in Q2 2023 and held it in 3 quarters.
Owen LaRue's Visa position peaked at $1.99M in Q3 2023.
3,835 funds tracked by Wall St. Rank held Visa as of Q2 2024.

Based on Owen LaRue's 13F filing for Q2 2024, filed 24 Jul 2024.