Rockwood Wealth Management’s Visa V Stock Holding History

Rockwood Wealth Management’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 Q1	–	Sell	-2,682	Closed	-$581K	–	121
2021 Q4	$581K	Buy	+2,682	New	+$576K	0.26%	43

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Rockwood Wealth Management's V Position: Q1 2022 in Review

Rockwood Wealth Management sold out of Visa (V) in Q1 2022, closing a stake of 2,682 shares — an estimated $581K sold.

Rockwood Wealth Management first reported a position in V in Q4 2021 and held it in 1 quarter. The position peaked at $581K in Q4 2021. 3,299 funds tracked by Wall St. Rank hold V as of Q1 2022.

Rockwood Wealth Management reported no remaining Visa position as of Q1 2022 after selling out during the quarter.
Rockwood Wealth Management sold 2,682 Visa shares in Q1 2022, an estimated $581K.
Rockwood Wealth Management first reported a position in Visa in Q4 2021 and held it in 1 quarter.
Rockwood Wealth Management's Visa position peaked at $581K in Q4 2021.
3,299 funds tracked by Wall St. Rank held Visa as of Q1 2022.

Based on Rockwood Wealth Management's 13F filing for Q1 2022, filed 20 Jul 2023.