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Successful Portfolios’s Visa V Stock Holding History

Successful Portfolios’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
2023
Q2 		– Sell
-1,232
Closed -$278K – 191
2023
Q1 		$278K Buy
1,232
+43
+4% +$9.57K 0.17% 144
2022
Q4 		$247K Buy
+1,189
New +$240K 0.16% 152
2021
Q1 		– Sell
-1,009
Closed -$221K – 198
2020
Q4 		$221K Sell
1,009
-182
-15% -$37.2K 0.16% 159
2020
Q3 		$238K Sell
1,191
-19
-2% -$3.79K 0.19% 136
2020
Q2 		$234K Buy
+1,210
New +$221K 0.21% 134

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Successful Portfolios's V Position: Q2 2023 in Review

Successful Portfolios sold out of Visa (V) in Q2 2023, closing a stake of 1,232 shares — an estimated $278K sold.

Successful Portfolios first reported a position in V in Q2 2020 and held it in 5 quarters. The position peaked at $278K in Q1 2023. 3,486 funds tracked by Wall St. Rank hold V as of Q2 2023.

  • Successful Portfolios reported no remaining Visa position as of Q2 2023 after selling out during the quarter.
  • Successful Portfolios sold 1,232 Visa shares in Q2 2023, an estimated $278K.
  • Successful Portfolios first reported a position in Visa in Q2 2020 and held it in 5 quarters.
  • Successful Portfolios's Visa position peaked at $278K in Q1 2023.
  • 3,486 funds tracked by Wall St. Rank held Visa as of Q2 2023.

Based on Successful Portfolios's 13F filing for Q2 2023, filed 20 Jul 2023.