Pinnacle Wealth Management’s Visa V Stock Holding History

Pinnacle Wealth Management’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	-6,485	Closed	-$1.81M	–	50
2024 Q1	$1.81M	Buy	+6,485	New	+$1.79M	1.89%	27

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Pinnacle Wealth Management's V Position: Q2 2024 in Review

Pinnacle Wealth Management sold out of Visa (V) in Q2 2024, closing a stake of 6,485 shares — an estimated $1.81M sold.

Pinnacle Wealth Management first reported a position in V in Q1 2024 and held it in 1 quarter. The position peaked at $1.81M in Q1 2024. 3,827 funds tracked by Wall St. Rank hold V as of Q2 2024.

Pinnacle Wealth Management reported no remaining Visa position as of Q2 2024 after selling out during the quarter.
Pinnacle Wealth Management sold 6,485 Visa shares in Q2 2024, an estimated $1.81M.
Pinnacle Wealth Management first reported a position in Visa in Q1 2024 and held it in 1 quarter.
Pinnacle Wealth Management's Visa position peaked at $1.81M in Q1 2024.
3,827 funds tracked by Wall St. Rank held Visa as of Q2 2024.

Based on Pinnacle Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.