Slocum, Gordon & Co’s Visa V Stock Holding History

Slocum, Gordon & Co’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
2024 Q3	–	Sell	-53	Closed	-$13.9K	–	150
2024 Q2	$13.9K	Hold	53	–	–	0.01%	111
2024 Q1	$14.8K	Hold	53	–	–	0.01%	110
2023 Q4	$13.8K	Buy	+53	New	+$13.1K	0.01%	111

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Slocum, Gordon & Co's V Position: Q3 2024 in Review

Slocum, Gordon & Co sold out of Visa (V) in Q3 2024, closing a stake of 53 shares — an estimated $13.9K sold.

Slocum, Gordon & Co first reported a position in V in Q4 2023 and held it in 3 quarters. The position peaked at $14.8K in Q1 2024. 3,873 funds tracked by Wall St. Rank hold V as of Q3 2024.

Slocum, Gordon & Co reported no remaining Visa position as of Q3 2024 after selling out during the quarter.
Slocum, Gordon & Co sold 53 Visa shares in Q3 2024, an estimated $13.9K.
Slocum, Gordon & Co first reported a position in Visa in Q4 2023 and held it in 3 quarters.
Slocum, Gordon & Co's Visa position peaked at $14.8K in Q1 2024.
3,873 funds tracked by Wall St. Rank held Visa as of Q3 2024.

Based on Slocum, Gordon & Co's 13F filing for Q3 2024, filed 4 Nov 2024.