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Solano Wealth Management’s Visa V Stock Holding History

Solano 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
2024
Q2 		$379K Buy
1,445
+40
+3% +$11K 0.21% 26
2024
Q1 		$392K Hold
1,405
– – 0.22% 27
2023
Q4 		$366K Buy
+1,405
New +$346K 0.22% 23

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Solano Wealth Management's V Position: Q2 2024 in Review

Solano Wealth Management increased its Visa (V) stake by 2.8% in Q2 2024, buying an estimated $11K and bringing the position to 1,445 shares worth $379K. The position accounts for 0.21% of the portfolio, ranked #26.

Solano Wealth Management first reported a position in V in Q4 2023 and has held it in 3 quarters since. The position peaked at $392K in Q1 2024. 3,827 funds tracked by Wall St. Rank hold V as of Q2 2024.

  • Solano Wealth Management held 1,445 shares of Visa worth $379K as of Q2 2024.
  • Solano Wealth Management bought 40 Visa shares in Q2 2024, an estimated $11K.
  • Visa made up 0.21% of Solano Wealth Management's portfolio in Q2 2024, its #26 holding.
  • Solano Wealth Management first reported a position in Visa in Q4 2023 and has held it in 3 quarters since.
  • Solano Wealth Management's Visa position peaked at $392K in Q1 2024.
  • 3,827 funds tracked by Wall St. Rank held Visa as of Q2 2024.

Based on Solano Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.