Pinnacle Wealth Advisors’s Visa V Stock Holding History

Pinnacle Wealth 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
2021 Q2	$33.2M	Buy	+142,106	New	+$32.5M	1.34%	13

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Pinnacle Wealth Advisors's V Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Visa (V) in Q2 2021: 142,106 shares worth $33.2M. The stake represents 1.34% of the portfolio and ranks #13 among its holdings.

3,045 funds tracked by Wall St. Rank hold V as of Q2 2021.

Pinnacle Wealth Advisors held 142,106 shares of Visa worth $33.2M as of Q2 2021.
Visa was a new Pinnacle Wealth Advisors position in Q2 2021.
Visa made up 1.34% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #13 holding.
3,045 funds tracked by Wall St. Rank held Visa as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.