Parkside Advisors’s Visa V Stock Holding History

Parkside Advisors’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	-2,601	Closed	-$726K	–	88
2024 Q1	$726K	Buy	2,601 +7	+0.3%	+$1.93K	0.19%	45
2023 Q4	$675K	Hold	2,594	–	–	0.19%	41
2023 Q3	$597K	Buy	+2,594	New	+$624K	0.19%	40

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 $3.38T AUM 44.17% 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

Parkside Advisors's V Position: Q2 2024 in Review

Parkside Advisors sold out of Visa (V) in Q2 2024, closing a stake of 2,601 shares — an estimated $726K sold.

Parkside Advisors first reported a position in V in Q3 2023 and held it in 3 quarters. The position peaked at $726K in Q1 2024. 3,837 funds tracked by Wall St. Rank hold V as of Q2 2024.

Parkside Advisors reported no remaining Visa position as of Q2 2024 after selling out during the quarter.
Parkside Advisors sold 2,601 Visa shares in Q2 2024, an estimated $726K.
Parkside Advisors first reported a position in Visa in Q3 2023 and held it in 3 quarters.
Parkside Advisors's Visa position peaked at $726K in Q1 2024.
3,837 funds tracked by Wall St. Rank held Visa as of Q2 2024.

Based on Parkside Advisors's 13F filing for Q2 2024, filed 9 Jul 2024.