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Pinnacle Private Wealth’s Visa V Stock Holding History

Pinnacle Private Wealth’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
2022
Q2 		$1.18M Buy
6,006
+874
+17% +$181K 0.46% 57
2022
Q1 		$1.14M Buy
5,132
+515
+11% +$111K 0.35% 70
2021
Q4 		$1M Buy
+4,617
New +$991K 0.31% 76

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pinnacle Private Wealth's V Position: Q2 2022 in Review

Pinnacle Private Wealth increased its Visa (V) stake by 17% in Q2 2022, buying an estimated $181K and bringing the position to 6,006 shares worth $1.18M. The position accounts for 0.46% of the portfolio, ranked #57.

Pinnacle Private Wealth first reported a position in V in Q4 2021 and has held it in 3 quarters since. 3,238 funds tracked by Wall St. Rank hold V as of Q2 2022.

  • Pinnacle Private Wealth held 6,006 shares of Visa worth $1.18M as of Q2 2022.
  • Pinnacle Private Wealth bought 874 Visa shares in Q2 2022, an estimated $181K.
  • Visa made up 0.46% of Pinnacle Private Wealth's portfolio in Q2 2022, its #57 holding.
  • Pinnacle Private Wealth first reported a position in Visa in Q4 2021 and has held it in 3 quarters since.
  • 3,238 funds tracked by Wall St. Rank held Visa as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.