SCFS
V icon

S.C. Financial Services’s Visa V Stock Holding History

S.C. Financial Services’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 		$445K Buy
2,140
+49
+2% +$9.88K 0.68% 47
2022
Q3 		$372K Buy
2,091
+96
+5% +$19.5K 0.59% 62
2022
Q2 		$393K Sell
1,995
-33
-2% -$6.82K 0.6% 56
2022
Q1 		$450K Sell
2,028
-13
-0.6% -$2.81K 0.58% 55
2021
Q4 		$439K Buy
+2,041
New +$438K 0.5% 63

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

S.C. Financial Services's V Position: Q4 2022 in Review

S.C. Financial Services increased its Visa (V) stake by 2.3% in Q4 2022, buying an estimated $9.88K and bringing the position to 2,140 shares worth $445K. The position accounts for 0.68% of the portfolio, ranked #47.

S.C. Financial Services first reported a position in V in Q4 2021 and has held it in 5 quarters since. The position peaked at $450K in Q1 2022. 3,406 funds tracked by Wall St. Rank hold V as of Q4 2022.

  • S.C. Financial Services held 2,140 shares of Visa worth $445K as of Q4 2022.
  • S.C. Financial Services bought 49 Visa shares in Q4 2022, an estimated $9.88K.
  • Visa made up 0.68% of S.C. Financial Services's portfolio in Q4 2022, its #47 holding.
  • S.C. Financial Services first reported a position in Visa in Q4 2021 and has held it in 5 quarters since.
  • S.C. Financial Services's Visa position peaked at $450K in Q1 2022.
  • 3,406 funds tracked by Wall St. Rank held Visa as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.