SFP
V icon

Sterling Financial Planning’s Visa V Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-968
Closed -$266K – 111
2024
Q3 		$266K Sell
968
-59
-6% -$16K 0.1% 95
2024
Q2 		$270K Hold
1,027
– – 0.11% 90
2024
Q1 		$287K Buy
+1,027
New +$284K 0.12% 90
2021
Q4 		– Sell
-94
Closed -$21K – 381
2021
Q3 		$21K Hold
94
– – 0.01% 260
2021
Q2 		$22K Buy
94
+64
+213% +$14.6K 0.01% 247
2021
Q1 		$6K Hold
30
– – ﹤0.01% 308
2020
Q4 		$7K Buy
+30
New +$6.14K 0.01% 284

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sterling Financial Planning's V Position: Q4 2024 in Review

Sterling Financial Planning sold out of Visa (V) in Q4 2024, closing a stake of 968 shares — an estimated $266K sold.

Sterling Financial Planning first reported a position in V in Q4 2020 and held it in 7 quarters. The position peaked at $287K in Q1 2024. 4,278 funds tracked by Wall St. Rank hold V as of Q4 2024.

  • Sterling Financial Planning reported no remaining Visa position as of Q4 2024 after selling out during the quarter.
  • Sterling Financial Planning sold 968 Visa shares in Q4 2024, an estimated $266K.
  • Sterling Financial Planning first reported a position in Visa in Q4 2020 and held it in 7 quarters.
  • Sterling Financial Planning's Visa position peaked at $287K in Q1 2024.
  • 4,278 funds tracked by Wall St. Rank held Visa as of Q4 2024.

Based on Sterling Financial Planning's 13F filing for Q4 2024, filed 3 Feb 2025.