SWA
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Sutton Wealth Advisors’s Visa V Stock Holding History

Sutton Wealth Advisors’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
Q3 		$635K Buy
2,761
+242
+10% +$58.2K 0.31% 56
2023
Q2 		$598K Buy
2,519
+472
+23% +$108K 0.29% 57
2023
Q1 		$462K Sell
2,047
-4,624
-69% -$1.03M 0.25% 68
2022
Q4 		$1.39M Sell
6,671
-623
-9% -$126K 0.53% 34
2022
Q3 		$1.3M Buy
7,294
+647
+10% +$132K 0.53% 34
2022
Q2 		$1.31M Buy
6,647
+155
+2% +$32K 0.52% 38
2022
Q1 		$1.44M Buy
6,492
+51
+0.8% +$11K 0.5% 39
2021
Q4 		$1.4M Buy
6,441
+74
+1% +$15.9K 0.47% 40
2021
Q3 		$1.42M Buy
6,367
+90
+1% +$21.1K 0.52% 39
2021
Q2 		$1.47M Buy
6,277
+51
+0.8% +$11.7K 0.54% 38
2021
Q1 		$1.32M Buy
6,226
+39
+0.6% +$8.21K 0.52% 37
2020
Q4 		$1.35M Buy
6,187
+60
+1% +$12.3K 0.57% 34
2020
Q3 		$1.23M Buy
6,127
+185
+3% +$37K 0.59% 32
2020
Q2 		$1.15M Buy
5,942
+462
+8% +$84.4K 0.6% 33
2020
Q1 		$883K Buy
5,480
+33
+0.6% +$6.22K 0.56% 37
2019
Q4 		$1.02M Hold
5,447
– – 0.52% 38
2019
Q3 		$937K Hold
5,447
– – 0.52% 37
2019
Q2 		$945K Buy
5,447
+42
+0.8% +$6.88K 0.54% 33
2019
Q1 		$844K Buy
5,405
+52
+1% +$7.49K 0.49% 38
2018
Q4 		$706K Buy
5,353
+32
+0.6% +$4.42K 0.46% 40
2018
Q3 		$799K Sell
5,321
-17
-0.3% -$2.42K 0.52% 30
2018
Q2 		$707K Hold
5,338
– – 0.49% 33
2018
Q1 		$639K Buy
5,338
+7
+0.1% +$848 0.46% 37
2017
Q4 		$608K Buy
5,331
+10
+0.2% +$1.1K 0.45% 40
2017
Q3 		$560K Hold
5,321
– – 0.43% 43
2017
Q2 		$499K Buy
5,321
+37
+0.7% +$3.43K 0.4% 46
2017
Q1 		$470K Hold
5,284
– – 0.39% 46
2016
Q4 		$412K Hold
5,284
– – 0.37% 50
2016
Q3 		$437K Hold
5,284
– – 0.4% 45
2016
Q2 		$392K Hold
5,284
– – 0.37% 48
2016
Q1 		$404K Buy
+5,284
New +$384K 0.38% 49

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sutton Wealth Advisors's V Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Visa (V) stake by 9.6% in Q3 2023, buying an estimated $58.2K and bringing the position to 2,761 shares worth $635K. The position accounts for 0.31% of the portfolio, ranked #56.

Sutton Wealth Advisors first reported a position in V in Q1 2016 and has held it in 31 quarters since. The position peaked at $1.47M in Q2 2021. 3,514 funds tracked by Wall St. Rank hold V as of Q3 2023.

  • Sutton Wealth Advisors held 2,761 shares of Visa worth $635K as of Q3 2023.
  • Sutton Wealth Advisors bought 242 Visa shares in Q3 2023, an estimated $58.2K.
  • Visa made up 0.31% of Sutton Wealth Advisors's portfolio in Q3 2023, its #56 holding.
  • Sutton Wealth Advisors first reported a position in Visa in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Visa position peaked at $1.47M in Q2 2021.
  • 3,514 funds tracked by Wall St. Rank held Visa as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.