Resource Planning Group’s Visa V Stock Holding History

Resource Planning 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
2021 Q3	–	Sell	-869	Closed	-$203K	–	88
2021 Q2	$203K	Buy	+869	New	+$199K	0.12%	82

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Resource Planning Group's V Position: Q3 2021 in Review

Resource Planning Group sold out of Visa (V) in Q3 2021, closing a stake of 869 shares — an estimated $203K sold.

Resource Planning Group first reported a position in V in Q2 2021 and held it in 1 quarter. The position peaked at $203K in Q2 2021. 3,054 funds tracked by Wall St. Rank hold V as of Q3 2021.

Resource Planning Group reported no remaining Visa position as of Q3 2021 after selling out during the quarter.
Resource Planning Group sold 869 Visa shares in Q3 2021, an estimated $203K.
Resource Planning Group first reported a position in Visa in Q2 2021 and held it in 1 quarter.
Resource Planning Group's Visa position peaked at $203K in Q2 2021.
3,054 funds tracked by Wall St. Rank held Visa as of Q3 2021.

Based on Resource Planning Group's 13F filing for Q3 2021, filed 12 Oct 2021.