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Planning Solutions Group’s Visa V Stock Holding History

Planning Solutions 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
2019
Q2 		$1.07M Buy
6,173
+140
+2% +$22.9K 0.55% 35
2019
Q1 		$943K Buy
6,033
+15
+0.2% +$2.16K 0.51% 40
2018
Q4 		$794K Buy
+6,018
New +$831K 0.48% 43

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Planning Solutions Group's V Position: Q2 2019 in Review

Planning Solutions Group increased its Visa (V) stake by 2.3% in Q2 2019, buying an estimated $22.9K and bringing the position to 6,173 shares worth $1.07M. The position accounts for 0.55% of the portfolio, ranked #35.

Planning Solutions Group first reported a position in V in Q4 2018 and has held it in 3 quarters since. 2,385 funds tracked by Wall St. Rank hold V as of Q2 2019.

  • Planning Solutions Group held 6,173 shares of Visa worth $1.07M as of Q2 2019.
  • Planning Solutions Group bought 140 Visa shares in Q2 2019, an estimated $22.9K.
  • Visa made up 0.55% of Planning Solutions Group's portfolio in Q2 2019, its #35 holding.
  • Planning Solutions Group first reported a position in Visa in Q4 2018 and has held it in 3 quarters since.
  • 2,385 funds tracked by Wall St. Rank held Visa as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.