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Parker Financial’s Visa V Stock Holding History

Parker Financial’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
-925
Closed -$258K – 45
2024
Q1 		$258K Hold
925
– – 0.15% 40
2023
Q4 		$241K Buy
925
+42
+5% +$10.4K 0.15% 43
2023
Q3 		$203K Sell
883
-450
-34% -$108K 0.14% 45
2023
Q2 		$317K Buy
+1,333
New +$305K 0.23% 33

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Parker Financial's V Position: Q2 2024 in Review

Parker Financial sold out of Visa (V) in Q2 2024, closing a stake of 925 shares — an estimated $258K sold.

Parker Financial first reported a position in V in Q2 2023 and held it in 4 quarters. The position peaked at $317K in Q2 2023. 3,836 funds tracked by Wall St. Rank hold V as of Q2 2024.

  • Parker Financial reported no remaining Visa position as of Q2 2024 after selling out during the quarter.
  • Parker Financial sold 925 Visa shares in Q2 2024, an estimated $258K.
  • Parker Financial first reported a position in Visa in Q2 2023 and held it in 4 quarters.
  • Parker Financial's Visa position peaked at $317K in Q2 2023.
  • 3,836 funds tracked by Wall St. Rank held Visa as of Q2 2024.

Based on Parker Financial's 13F filing for Q2 2024, filed 8 Aug 2024.