SVWA
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Sound View Wealth Advisors’s Visa V Stock Holding History

Sound View Wealth Advisors’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
2019
Q1 		$920K Sell
5,892
-111
-2% -$16K 0.29% 91
2018
Q4 		$792K Buy
+6,003
New +$829K 0.29% 96

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Sound View Wealth Advisors's V Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Visa (V) stake by 1.8% in Q1 2019, selling an estimated $16K and leaving 5,892 shares worth $920K. The position accounts for 0.29% of the portfolio, ranked #91.

Sound View Wealth Advisors first reported a position in V in Q4 2018 and has held it in 2 quarters since. 2,357 funds tracked by Wall St. Rank hold V as of Q1 2019.

  • Sound View Wealth Advisors held 5,892 shares of Visa worth $920K as of Q1 2019.
  • Sound View Wealth Advisors sold 111 Visa shares in Q1 2019, an estimated $16K.
  • Visa made up 0.29% of Sound View Wealth Advisors's portfolio in Q1 2019, its #91 holding.
  • Sound View Wealth Advisors first reported a position in Visa in Q4 2018 and has held it in 2 quarters since.
  • 2,357 funds tracked by Wall St. Rank held Visa as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.