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Schoolcraft Capital’s Visa V Stock Holding History

Schoolcraft Capital’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
2023
Q4 		– Sell
-1,200
Closed -$276K – 78
2023
Q3 		$276K Hold
1,200
– – 0.08% 61
2023
Q2 		$285K Buy
+1,200
New +$275K 0.08% 60
2020
Q1 		– Sell
-1,114
Closed -$209K – 70
2019
Q4 		$209K Buy
+1,114
New +$201K 0.11% 64

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Schoolcraft Capital's V Position: Q4 2023 in Review

Schoolcraft Capital sold out of Visa (V) in Q4 2023, closing a stake of 1,200 shares — an estimated $276K sold.

Schoolcraft Capital first reported a position in V in Q4 2019 and held it in 3 quarters. The position peaked at $285K in Q2 2023. 3,778 funds tracked by Wall St. Rank hold V as of Q4 2023.

  • Schoolcraft Capital reported no remaining Visa position as of Q4 2023 after selling out during the quarter.
  • Schoolcraft Capital sold 1,200 Visa shares in Q4 2023, an estimated $276K.
  • Schoolcraft Capital first reported a position in Visa in Q4 2019 and held it in 3 quarters.
  • Schoolcraft Capital's Visa position peaked at $285K in Q2 2023.
  • 3,778 funds tracked by Wall St. Rank held Visa as of Q4 2023.

Based on Schoolcraft Capital's 13F filing for Q4 2023, filed 29 Jan 2024.