Sarah T. Connolly’s Visa V Stock Holding History

Sarah T. Connolly’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	-900	Closed	-$210K	–	96
2021 Q2	$210K	Buy	+900	New	+$206K	0.17%	91
2021 Q1	–	Sell	-1,050	Closed	-$230K	–	90
2020 Q4	$230K	Buy	+1,050	New	+$215K	0.21%	85

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

Sarah T. Connolly's V Position: Q3 2021 in Review

Sarah T. Connolly sold out of Visa (V) in Q3 2021, closing a stake of 900 shares — an estimated $210K sold.

Sarah T. Connolly first reported a position in V in Q4 2020 and held it in 2 quarters. The position peaked at $230K in Q4 2020. 3,054 funds tracked by Wall St. Rank hold V as of Q3 2021.

Sarah T. Connolly reported no remaining Visa position as of Q3 2021 after selling out during the quarter.
Sarah T. Connolly sold 900 Visa shares in Q3 2021, an estimated $210K.
Sarah T. Connolly first reported a position in Visa in Q4 2020 and held it in 2 quarters.
Sarah T. Connolly's Visa position peaked at $230K in Q4 2020.
3,054 funds tracked by Wall St. Rank held Visa as of Q3 2021.

Based on Sarah T. Connolly's 13F filing for Q3 2021, filed 26 Oct 2021.