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Steward Partners Investment Solutions’s Visa V Stock Holding History

Steward Partners Investment Solutions’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
Q1 		$8.42M Buy
30,164
+22,456
+291% +$6.2M 1.42% 16
2023
Q4 		$2.01M Buy
+7,708
New +$1.9M 0.84% 29

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Steward Partners Investment Solutions's V Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its Visa (V) stake by 291% in Q1 2024, buying an estimated $6.2M and bringing the position to 30,164 shares worth $8.42M. The position accounts for 1.42% of the portfolio, ranked #16.

Steward Partners Investment Solutions first reported a position in V in Q4 2023 and has held it in 2 quarters since. 3,850 funds tracked by Wall St. Rank hold V as of Q1 2024.

  • Steward Partners Investment Solutions held 30,164 shares of Visa worth $8.42M as of Q1 2024.
  • Steward Partners Investment Solutions bought 22,456 Visa shares in Q1 2024, an estimated $6.2M.
  • Visa made up 1.42% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #16 holding.
  • Steward Partners Investment Solutions first reported a position in Visa in Q4 2023 and has held it in 2 quarters since.
  • 3,850 funds tracked by Wall St. Rank held Visa as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.