Taylor Wealth Management Partners’s Visa V Stock Holding History

Taylor Wealth Management Partners’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
2019 Q1	–	Sell	-15	Closed	-$2K	–	110
2018 Q4	$2K	Sell	15 -13	-46%	-$1.79K	﹤0.01%	119
2018 Q3	$4K	Buy	+28	New	+$3.98K	﹤0.01%	125
2015 Q3	–	Sell	-600	Closed	-$40K	–	182
2015 Q2	$40K	Hold	600	–	–	0.01%	101
2015 Q1	$39K	Buy	+600	New	+$39.7K	0.01%	90

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Taylor Wealth Management Partners's V Position: Q1 2019 in Review

Taylor Wealth Management Partners sold out of Visa (V) in Q1 2019, closing a stake of 15 shares — an estimated $2K sold.

Taylor Wealth Management Partners first reported a position in V in Q1 2015 and held it in 4 quarters. The position peaked at $40K in Q2 2015. 2,357 funds tracked by Wall St. Rank hold V as of Q1 2019.

Taylor Wealth Management Partners reported no remaining Visa position as of Q1 2019 after selling out during the quarter.
Taylor Wealth Management Partners sold 15 Visa shares in Q1 2019, an estimated $2K.
Taylor Wealth Management Partners first reported a position in Visa in Q1 2015 and held it in 4 quarters.
Taylor Wealth Management Partners's Visa position peaked at $40K in Q2 2015.
2,357 funds tracked by Wall St. Rank held Visa as of Q1 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2019, filed 14 May 2019.