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Strategic Planning Group’s Visa V Stock Holding History

Strategic Planning Group’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
-4,826
Closed -$1.35M – 114
2024
Q1 		$1.35M Buy
4,826
+690
+17% +$191K 0.34% 80
2023
Q4 		$1.08M Buy
+4,136
New +$1.02M 0.36% 75

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Strategic Planning Group's V Position: Q2 2024 in Review

Strategic Planning Group sold out of Visa (V) in Q2 2024, closing a stake of 4,826 shares — an estimated $1.35M sold.

Strategic Planning Group first reported a position in V in Q4 2023 and held it in 2 quarters. The position peaked at $1.35M in Q1 2024. 3,835 funds tracked by Wall St. Rank hold V as of Q2 2024.

  • Strategic Planning Group reported no remaining Visa position as of Q2 2024 after selling out during the quarter.
  • Strategic Planning Group sold 4,826 Visa shares in Q2 2024, an estimated $1.35M.
  • Strategic Planning Group first reported a position in Visa in Q4 2023 and held it in 2 quarters.
  • Strategic Planning Group's Visa position peaked at $1.35M in Q1 2024.
  • 3,835 funds tracked by Wall St. Rank held Visa as of Q2 2024.

Based on Strategic Planning Group's 13F filing for Q2 2024, filed 2 Aug 2024.