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Resolute Financial’s Visa V Stock Holding History

Resolute Financial’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
2022
Q4 		$208K Buy
+999
New +$201K 0.18% 110
2022
Q2 		– Sell
-999
Closed -$222K – 133
2022
Q1 		$222K Hold
999
– – 0.18% 104
2021
Q4 		$217K Buy
+999
New +$214K 0.16% 112

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Resolute Financial's V Position: Q4 2022 in Review

Resolute Financial opened a new position in Visa (V) in Q4 2022: 999 shares worth $208K. The stake represents 0.18% of the portfolio and ranks #110 among its holdings. This is a return to the name: Resolute Financial previously reported a position in V as recently as Q1 2022.

Resolute Financial first reported a position in V in Q4 2021 and has held it in 3 quarters since. The position peaked at $222K in Q1 2022. 3,406 funds tracked by Wall St. Rank hold V as of Q4 2022.

  • Resolute Financial held 999 shares of Visa worth $208K as of Q4 2022.
  • Visa was a new Resolute Financial position in Q4 2022.
  • Visa made up 0.18% of Resolute Financial's portfolio in Q4 2022, its #110 holding.
  • Resolute Financial first reported a position in Visa in Q4 2021 and has held it in 3 quarters since.
  • Resolute Financial's Visa position peaked at $222K in Q1 2022.
  • 3,406 funds tracked by Wall St. Rank held Visa as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.