RCG
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Resource Consulting Group’s Visa V Stock Holding History

Resource Consulting 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
2023
Q4 		$335K Buy
+1,287
New +$317K 0.06% 51
2022
Q3 		– Sell
-4,289
Closed -$844K – 71
2022
Q2 		$844K Hold
4,289
– – 0.36% 18
2022
Q1 		$951K Sell
4,289
-10
-0.2% -$2.16K 0.33% 27
2021
Q4 		$932K Buy
+4,299
New +$923K 0.33% 20

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

Resource Consulting Group's V Position: Q4 2023 in Review

Resource Consulting Group opened a new position in Visa (V) in Q4 2023: 1,287 shares worth $335K. The stake represents 0.06% of the portfolio and ranks #51 among its holdings. This is a return to the name: Resource Consulting Group previously reported a position in V as recently as Q2 2022.

Resource Consulting Group first reported a position in V in Q4 2021 and has held it in 4 quarters since. The position peaked at $951K in Q1 2022. 3,771 funds tracked by Wall St. Rank hold V as of Q4 2023.

  • Resource Consulting Group held 1,287 shares of Visa worth $335K as of Q4 2023.
  • Visa was a new Resource Consulting Group position in Q4 2023.
  • Visa made up 0.06% of Resource Consulting Group's portfolio in Q4 2023, its #51 holding.
  • Resource Consulting Group first reported a position in Visa in Q4 2021 and has held it in 4 quarters since.
  • Resource Consulting Group's Visa position peaked at $951K in Q1 2022.
  • 3,771 funds tracked by Wall St. Rank held Visa as of Q4 2023.

Based on Resource Consulting Group's 13F filing for Q4 2023, filed 11 Jan 2024.