TAIM
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TD Ameritrade Investment Management’s Visa V Stock Holding History

TD Ameritrade Investment Management’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 		– Sell
-799
Closed -$190K – 465
2023
Q2 		$190K Sell
799
-11
-1% -$2.52K ﹤0.01% 172
2023
Q1 		$183K Sell
810
-756
-48% -$168K ﹤0.01% 185
2022
Q4 		$325K Sell
1,566
-464
-23% -$93.6K ﹤0.01% 161
2022
Q3 		$361K Sell
2,030
-177
-8% -$36K ﹤0.01% 159
2022
Q2 		$435K Sell
2,207
-427
-16% -$88.2K ﹤0.01% 163
2022
Q1 		$584K Sell
2,634
-118
-4% -$25.5K ﹤0.01% 172
2021
Q4 		$596K Buy
2,752
+1,009
+58% +$217K ﹤0.01% 168
2021
Q3 		$349K Sell
1,743
-672
-28% -$158K ﹤0.01% 178
2021
Q2 		$565K Buy
2,415
+552
+30% +$126K ﹤0.01% 160
2021
Q1 		$407K Hold
1,863
– – ﹤0.01% 168
2020
Q4 		$407K Buy
1,863
+120
+7% +$24.6K ﹤0.01% 168
2020
Q3 		$349K Buy
1,743
+222
+15% +$44.3K ﹤0.01% 178
2020
Q2 		$294K Buy
1,521
+5
+0.3% +$913 ﹤0.01% 190
2020
Q1 		$244K Sell
1,516
-9
-0.6% -$1.7K ﹤0.01% 189
2019
Q4 		$287K Buy
1,525
+654
+75% +$118K ﹤0.01% 187
2019
Q3 		$150K Buy
871
+595
+216% +$106K ﹤0.01% 196
2019
Q2 		$48K Sell
276
-568
-67% -$93K ﹤0.01% 266
2019
Q1 		$132K Buy
844
+582
+222% +$83.9K ﹤0.01% 189
2018
Q4 		$35K Buy
262
+56
+27% +$7.73K ﹤0.01% 259
2018
Q3 		$31K Buy
206
+106
+106% +$15.1K ﹤0.01% 247
2018
Q2 		$13K Buy
+100
New +$12.9K ﹤0.01% 223

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

TD Ameritrade Investment Management's V Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Visa (V) in Q3 2023, closing a stake of 799 shares — an estimated $190K sold.

TD Ameritrade Investment Management first reported a position in V in Q2 2018 and held it in 21 quarters. The position peaked at $596K in Q4 2021. 3,513 funds tracked by Wall St. Rank hold V as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Visa position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 799 Visa shares in Q3 2023, an estimated $190K.
  • TD Ameritrade Investment Management first reported a position in Visa in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's Visa position peaked at $596K in Q4 2021.
  • 3,513 funds tracked by Wall St. Rank held Visa as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.