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Sanctuary Wealth Management’s Visa V Stock Holding History

Sanctuary 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
Q4 		$4.42K Hold
14
– – ﹤0.01% 200
2024
Q3 		$3.85K Sell
14
-7
-33% -$1.89K ﹤0.01% 210
2024
Q2 		$5.51K Buy
21
+14
+200% +$3.84K ﹤0.01% 176
2024
Q1 		$1.95K Hold
7
– – ﹤0.01% 206
2023
Q4 		$1.82K Hold
7
– – ﹤0.01% 212
2023
Q3 		$1.61K Hold
7
– – ﹤0.01% 205
2023
Q2 		$1.66K Buy
+7
New +$1.6K ﹤0.01% 209
2022
Q4 		$1.45K Buy
+7
New +$1.41K ﹤0.01% 200

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sanctuary Wealth Management's V Position: Q4 2024 in Review

Sanctuary Wealth Management held its Visa (V) position steady in Q4 2024 at 14 shares worth $4.42K. The position accounts for ﹤0.01% of the portfolio, ranked #200.

Sanctuary Wealth Management first reported a position in V in Q4 2022 and has held it in 8 quarters since. The position peaked at $5.51K in Q2 2024. 4,278 funds tracked by Wall St. Rank hold V as of Q4 2024.

  • Sanctuary Wealth Management held 14 shares of Visa worth $4.42K as of Q4 2024.
  • Sanctuary Wealth Management left its Visa share count unchanged in Q4 2024.
  • Visa made up ﹤0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #200 holding.
  • Sanctuary Wealth Management first reported a position in Visa in Q4 2022 and has held it in 8 quarters since.
  • Sanctuary Wealth Management's Visa position peaked at $5.51K in Q2 2024.
  • 4,278 funds tracked by Wall St. Rank held Visa as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.