Silicon Hills Wealth Management’s Visa V Stock Holding History

Silicon Hills 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
2023 Q2	$2.17M	Hold	9,151	–	–	1.23%	17
2023 Q1	$2.06M	Hold	9,151	–	–	1.24%	16
2022 Q4	$1.9M	Sell	9,151 -20	-0.2%	-$4.03K	1.41%	19
2022 Q3	$1.63M	Sell	9,171 -465	-5%	-$94.6K	1.29%	21
2022 Q2	$1.9M	Hold	9,636	–	–	1.39%	19
2022 Q1	$2.14M	Hold	9,636	–	–	1.36%	22
2021 Q4	$2.09M	Hold	9,636	–	–	1.29%	22
2021 Q3	$2.15M	Sell	9,636 -8	-0.1%	-$1.88K	1.47%	16
2021 Q2	$2.25M	Sell	9,644 -742	-7%	-$170K	1.75%	15
2021 Q1	$2.2M	Hold	10,386	–	–	1.99%	14
2020 Q4	$2.27M	Sell	10,386 -498	-5%	-$102K	2.06%	16
2020 Q3	$2.18M	Hold	10,884	–	–	2.25%	13
2020 Q2	$2.1M	Hold	10,884	–	–	2.52%	11
2020 Q1	$1.75M	Buy	10,884 +10,876	+135,950%	+$2.05M	2.32%	12
2019 Q4	$2.04K	Buy	+8	New	+$1.44K	1.57%	14

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Silicon Hills Wealth Management's V Position: Q2 2023 in Review

Silicon Hills Wealth Management held its Visa (V) position steady in Q2 2023 at 9,151 shares worth $2.17M. The position accounts for 1.23% of the portfolio, ranked #17.

Silicon Hills Wealth Management first reported a position in V in Q4 2019 and has held it in 15 quarters since. The position peaked at $2.27M in Q4 2020. 3,486 funds tracked by Wall St. Rank hold V as of Q2 2023.

Silicon Hills Wealth Management held 9,151 shares of Visa worth $2.17M as of Q2 2023.
Silicon Hills Wealth Management left its Visa share count unchanged in Q2 2023.
Visa made up 1.23% of Silicon Hills Wealth Management's portfolio in Q2 2023, its #17 holding.
Silicon Hills Wealth Management first reported a position in Visa in Q4 2019 and has held it in 15 quarters since.
Silicon Hills Wealth Management's Visa position peaked at $2.27M in Q4 2020.
3,486 funds tracked by Wall St. Rank held Visa as of Q2 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.