Platte River Wealth Advisors’s Visa V Stock Holding History

Platte River 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
2024 Q3	$320K	Hold	1,165	–	–	0.09%	79
2024 Q2	$306K	Sell	1,165 -325	-22%	-$89.1K	0.09%	80
2024 Q1	$416K	Hold	1,490	–	–	0.12%	70
2023 Q4	$388K	Sell	1,490 -78	-5%	-$19.2K	0.13%	75
2023 Q3	$361K	Buy	1,568 +78	+5%	+$18.7K	0.13%	72
2023 Q2	$354K	Buy	1,490 +325	+28%	+$74.4K	0.12%	74
2023 Q1	$263K	Hold	1,165	–	–	0.1%	79
2022 Q4	$242K	Sell	1,165 -70	-6%	-$14.1K	0.1%	82
2022 Q3	$219K	Hold	1,235	–	–	0.1%	82
2022 Q2	$243K	Hold	1,235	–	–	0.11%	78
2022 Q1	$274K	Hold	1,235	–	–	0.1%	77
2021 Q4	$265K	Sell	1,235 -750	-38%	-$161K	0.09%	77
2021 Q3	$442K	Buy	1,985 +85	+4%	+$19.9K	0.16%	67
2021 Q2	$444K	Hold	1,900	–	–	0.17%	69
2021 Q1	$419K	Hold	1,900	–	–	0.17%	67
2020 Q4	$390K	Buy	1,900 +150	+9%	+$30.7K	0.17%	72
2020 Q3	$350K	Hold	1,750	–	–	0.18%	69
2020 Q2	$346K	Buy	+1,750	New	+$320K	0.19%	74
2019 Q4	$293K	Buy	+1,474	New	+$266K	0.15%	106

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

Platte River Wealth Advisors's V Position: Q3 2024 in Review

Platte River Wealth Advisors held its Visa (V) position steady in Q3 2024 at 1,165 shares worth $320K. The position accounts for 0.09% of the portfolio, ranked #79.

Platte River Wealth Advisors first reported a position in V in Q4 2019 and has held it in 19 quarters since. The position peaked at $444K in Q2 2021. 3,866 funds tracked by Wall St. Rank hold V as of Q3 2024.

Platte River Wealth Advisors held 1,165 shares of Visa worth $320K as of Q3 2024.
Platte River Wealth Advisors left its Visa share count unchanged in Q3 2024.
Visa made up 0.09% of Platte River Wealth Advisors's portfolio in Q3 2024, its #79 holding.
Platte River Wealth Advisors first reported a position in Visa in Q4 2019 and has held it in 19 quarters since.
Platte River Wealth Advisors's Visa position peaked at $444K in Q2 2021.
3,866 funds tracked by Wall St. Rank held Visa as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.