Shone Asset Management’s Visa V Stock Holding History

Shone Asset 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
2020 Q4	$248K	Hold	1,137	–	–	0.19%	37
2020 Q3	$227K	Hold	1,137	–	–	0.2%	34
2020 Q2	$224K	Buy	+1,137	New	+$208K	0.22%	33

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

Shone Asset Management's V Position: Q4 2020 in Review

Shone Asset Management held its Visa (V) position steady in Q4 2020 at 1,137 shares worth $248K. The position accounts for 0.19% of the portfolio, ranked #37.

Shone Asset Management first reported a position in V in Q2 2020 and has held it in 3 quarters since. 3,024 funds tracked by Wall St. Rank hold V as of Q4 2020.

Shone Asset Management held 1,137 shares of Visa worth $248K as of Q4 2020.
Shone Asset Management left its Visa share count unchanged in Q4 2020.
Visa made up 0.19% of Shone Asset Management's portfolio in Q4 2020, its #37 holding.
Shone Asset Management first reported a position in Visa in Q2 2020 and has held it in 3 quarters since.
3,024 funds tracked by Wall St. Rank held Visa as of Q4 2020.

Based on Shone Asset Management's 13F filing for Q4 2020, filed 20 Jan 2021.