Shine Investment Advisory Services’s Visa V Stock Holding History

Shine Investment Advisory 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
2020 Q3	$736K	Sell	3,683 -233	-6%	-$46.5K	0.25%	54
2020 Q2	$756K	Sell	3,916 -124	-3%	-$22.7K	0.28%	52
2020 Q1	$651K	Hold	4,040	–	–	0.3%	55
2019 Q4	$759K	Sell	4,040 -219	-5%	-$39.5K	0.3%	55
2019 Q3	$733K	Buy	4,259 +111	+3%	+$19.8K	0.35%	48
2019 Q2	$720K	Hold	4,148	–	–	0.33%	49
2019 Q1	$648K	Hold	4,148	–	–	0.3%	53
2018 Q4	$547K	Hold	4,148	–	–	0.27%	57
2018 Q3	$623K	Hold	4,148	–	–	0.33%	50
2018 Q2	$549K	Hold	4,148	–	–	0.28%	56
2018 Q1	$496K	Hold	4,148	–	–	0.26%	57
2017 Q4	$473K	Hold	4,148	–	–	0.24%	58
2017 Q3	$437K	Sell	4,148 -79	-2%	-$8.01K	0.23%	61
2017 Q2	$396K	Hold	4,227	–	–	0.2%	61
2017 Q1	$376K	Buy	+4,227	New	+$364K	0.25%	53

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Shine Investment Advisory Services's V Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its Visa (V) stake by 5.9% in Q3 2020, selling an estimated $46.5K and leaving 3,683 shares worth $736K. The position accounts for 0.25% of the portfolio, ranked #54.

Shine Investment Advisory Services first reported a position in V in Q1 2017 and has held it in 15 quarters since. The position peaked at $759K in Q4 2019. 2,776 funds tracked by Wall St. Rank hold V as of Q3 2020.

Shine Investment Advisory Services held 3,683 shares of Visa worth $736K as of Q3 2020.
Shine Investment Advisory Services sold 233 Visa shares in Q3 2020, an estimated $46.5K.
Visa made up 0.25% of Shine Investment Advisory Services's portfolio in Q3 2020, its #54 holding.
Shine Investment Advisory Services first reported a position in Visa in Q1 2017 and has held it in 15 quarters since.
Shine Investment Advisory Services's Visa position peaked at $759K in Q4 2019.
2,776 funds tracked by Wall St. Rank held Visa as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.