RWA
V icon

Rainsberger Wealth Advisors’s Visa V Stock Holding History

Rainsberger 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
2023
Q4 		$1.07M Sell
4,105
-126
-3% -$31.1K 0.58% 50
2023
Q3 		$973K Buy
4,231
+134
+3% +$32.2K 0.6% 50
2023
Q2 		$973K Sell
4,097
-175
-4% -$40.1K 0.59% 51
2023
Q1 		$963K Sell
4,272
-9
-0.2% -$2K 0.57% 49
2022
Q4 		$889K Buy
4,281
+50
+1% +$10.1K 0.57% 42
2022
Q3 		$752K Buy
4,231
+155
+4% +$31.5K 0.52% 44
2022
Q2 		$802K Sell
4,076
-125
-3% -$25.8K 0.59% 42
2022
Q1 		$932K Buy
4,201
+55
+1% +$11.9K 0.6% 43
2021
Q4 		$898K Buy
+4,146
New +$890K 0.53% 47

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Rainsberger Wealth Advisors's V Position: Q4 2023 in Review

Rainsberger Wealth Advisors reduced its Visa (V) stake by 3% in Q4 2023, selling an estimated $31.1K and leaving 4,105 shares worth $1.07M. The position accounts for 0.58% of the portfolio, ranked #50.

Rainsberger Wealth Advisors first reported a position in V in Q4 2021 and has held it in 9 quarters since. 3,771 funds tracked by Wall St. Rank hold V as of Q4 2023.

  • Rainsberger Wealth Advisors held 4,105 shares of Visa worth $1.07M as of Q4 2023.
  • Rainsberger Wealth Advisors sold 126 Visa shares in Q4 2023, an estimated $31.1K.
  • Visa made up 0.58% of Rainsberger Wealth Advisors's portfolio in Q4 2023, its #50 holding.
  • Rainsberger Wealth Advisors first reported a position in Visa in Q4 2021 and has held it in 9 quarters since.
  • 3,771 funds tracked by Wall St. Rank held Visa as of Q4 2023.

Based on Rainsberger Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.