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Soundmark Wealth Management’s Visa V Stock Holding History

Soundmark 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 		– Sell
-911
Closed -$254K – 48
2024
Q1 		$254K Hold
911
– – 0.11% 60
2023
Q4 		$237K Hold
911
– – 0.12% 59
2023
Q3 		$210K Buy
+911
New +$219K 0.12% 59

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

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

Soundmark Wealth Management sold out of Visa (V) in Q2 2024, closing a stake of 911 shares — an estimated $254K sold.

Soundmark Wealth Management first reported a position in V in Q3 2023 and held it in 3 quarters. The position peaked at $254K in Q1 2024. 3,827 funds tracked by Wall St. Rank hold V as of Q2 2024.

  • Soundmark Wealth Management reported no remaining Visa position as of Q2 2024 after selling out during the quarter.
  • Soundmark Wealth Management sold 911 Visa shares in Q2 2024, an estimated $254K.
  • Soundmark Wealth Management first reported a position in Visa in Q3 2023 and held it in 3 quarters.
  • Soundmark Wealth Management's Visa position peaked at $254K in Q1 2024.
  • 3,827 funds tracked by Wall St. Rank held Visa as of Q2 2024.

Based on Soundmark Wealth Management's 13F filing for Q2 2024.