Peterson Financial Group’s Visa V Stock Holding History

Peterson Financial Group’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 Q3	$26.4K	Buy	+96	New	+$26K	0.1%	134
2023 Q1	–	Sell	-5,343	Closed	-$1.11M	–	72
2022 Q4	$1.11M	Sell	5,343 -3,027	-36%	-$610K	1.47%	27
2022 Q3	$1.49M	Sell	8,370 -105	-1%	-$21.4K	1.45%	26
2022 Q2	$1.67M	Buy	8,475 +600	+8%	+$124K	1.57%	28
2022 Q1	$1.75M	Buy	7,875 +509	+7%	+$110K	1.45%	25
2021 Q4	$1.6M	Buy	+7,366	New	+$1.58M	1.3%	29

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Peterson Financial Group's V Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Visa (V) in Q3 2024: 96 shares worth $26.4K. The stake represents 0.1% of the portfolio and ranks #134 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in V as recently as Q4 2022.

Peterson Financial Group first reported a position in V in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.75M in Q1 2022. 3,866 funds tracked by Wall St. Rank hold V as of Q3 2024.

Peterson Financial Group held 96 shares of Visa worth $26.4K as of Q3 2024.
Visa was a new Peterson Financial Group position in Q3 2024.
Visa made up 0.1% of Peterson Financial Group's portfolio in Q3 2024, its #134 holding.
Peterson Financial Group first reported a position in Visa in Q4 2021 and has held it in 6 quarters since.
Peterson Financial Group's Visa position peaked at $1.75M in Q1 2022.
3,866 funds tracked by Wall St. Rank held Visa as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.