Sequoia Wealth Management’s Visa V Stock Holding History

Sequoia 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
2019 Q2	–	Sell	-1,407	Closed	-$220K	–	75
2019 Q1	$220K	Buy	+1,407	New	+$203K	0.18%	70

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Sequoia Wealth Management's V Position: Q2 2019 in Review

Sequoia Wealth Management sold out of Visa (V) in Q2 2019, closing a stake of 1,407 shares — an estimated $220K sold.

Sequoia Wealth Management first reported a position in V in Q1 2019 and held it in 1 quarter. The position peaked at $220K in Q1 2019. 2,385 funds tracked by Wall St. Rank hold V as of Q2 2019.

Sequoia Wealth Management reported no remaining Visa position as of Q2 2019 after selling out during the quarter.
Sequoia Wealth Management sold 1,407 Visa shares in Q2 2019, an estimated $220K.
Sequoia Wealth Management first reported a position in Visa in Q1 2019 and held it in 1 quarter.
Sequoia Wealth Management's Visa position peaked at $220K in Q1 2019.
2,385 funds tracked by Wall St. Rank held Visa as of Q2 2019.

Based on Sequoia Wealth Management's 13F filing for Q2 2019, filed 6 Aug 2019.