Ruedi Wealth Management’s Visa V Stock Holding History

Ruedi 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
2024 Q3	–	Sell	-26	Closed	-$6.82K	–	486
2024 Q2	$6.82K	Buy	+26	New	+$7.13K	﹤0.01%	221

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ruedi Wealth Management's V Position: Q3 2024 in Review

Ruedi Wealth Management sold out of Visa (V) in Q3 2024, closing a stake of 26 shares — an estimated $6.82K sold.

Ruedi Wealth Management first reported a position in V in Q2 2024 and held it in 1 quarter. The position peaked at $6.82K in Q2 2024. 3,866 funds tracked by Wall St. Rank hold V as of Q3 2024.

Ruedi Wealth Management reported no remaining Visa position as of Q3 2024 after selling out during the quarter.
Ruedi Wealth Management sold 26 Visa shares in Q3 2024, an estimated $6.82K.
Ruedi Wealth Management first reported a position in Visa in Q2 2024 and held it in 1 quarter.
Ruedi Wealth Management's Visa position peaked at $6.82K in Q2 2024.
3,866 funds tracked by Wall St. Rank held Visa as of Q3 2024.

Based on Ruedi Wealth Management's 13F filing for Q3 2024, filed 22 Oct 2024.