PJB
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Paul John Balson’s Visa V Stock Holding History

Paul John Balson’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
2020
Q4 		$456K Buy
2,086
+103
+5% +$21.1K 0.09% 57
2020
Q3 		$397K Buy
1,983
+2
+0.1% +$399 0.1% 57
2020
Q2 		$383K Buy
1,981
+3
+0.2% +$548 0.14% 51
2020
Q1 		$319K Buy
+1,978
New +$373K 0.17% 45

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Paul John Balson's V Position: Q4 2020 in Review

Paul John Balson increased its Visa (V) stake by 5.2% in Q4 2020, buying an estimated $21.1K and bringing the position to 2,086 shares worth $456K. The position accounts for 0.09% of the portfolio, ranked #57.

Paul John Balson first reported a position in V in Q1 2020 and has held it in 4 quarters since. 3,024 funds tracked by Wall St. Rank hold V as of Q4 2020.

  • Paul John Balson held 2,086 shares of Visa worth $456K as of Q4 2020.
  • Paul John Balson bought 103 Visa shares in Q4 2020, an estimated $21.1K.
  • Visa made up 0.09% of Paul John Balson's portfolio in Q4 2020, its #57 holding.
  • Paul John Balson first reported a position in Visa in Q1 2020 and has held it in 4 quarters since.
  • 3,024 funds tracked by Wall St. Rank held Visa as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.