Ten Capital Wealth Advisors’s Visa V Stock Holding History

Ten Capital 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 Q2	$290K	Buy	1,223 +210	+21%	+$48.1K	0.08%	103
2023 Q1	$228K	Buy	1,013 +73	+8%	+$16.2K	0.07%	100
2022 Q4	$195K	Sell	940 -380	-29%	-$76.6K	0.08%	88
2022 Q3	$234K	Buy	1,320 +170	+15%	+$34.6K	0.11%	70
2022 Q2	$226K	Sell	1,150 -200	-15%	-$41.3K	0.1%	71
2022 Q1	$299K	Sell	1,350 -8	-0.6%	-$1.73K	0.12%	63
2021 Q4	$294K	Buy	1,358 +275	+25%	+$59K	0.12%	56
2021 Q3	$241K	Sell	1,083 -12	-1%	-$2.81K	0.11%	58
2021 Q2	$256K	Buy	1,095 +8	+0.7%	+$1.83K	0.06%	121
2021 Q1	$230K	Hold	1,087	–	–	0.06%	123
2020 Q4	$238K	Buy	+1,087	New	+$222K	0.07%	118

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

Ten Capital Wealth Advisors's V Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its Visa (V) stake by 21% in Q2 2023, buying an estimated $48.1K and bringing the position to 1,223 shares worth $290K. The position accounts for 0.08% of the portfolio, ranked #103.

Ten Capital Wealth Advisors first reported a position in V in Q4 2020 and has held it in 11 quarters since. The position peaked at $299K in Q1 2022. 3,486 funds tracked by Wall St. Rank hold V as of Q2 2023.

Ten Capital Wealth Advisors held 1,223 shares of Visa worth $290K as of Q2 2023.
Ten Capital Wealth Advisors bought 210 Visa shares in Q2 2023, an estimated $48.1K.
Visa made up 0.08% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #103 holding.
Ten Capital Wealth Advisors first reported a position in Visa in Q4 2020 and has held it in 11 quarters since.
Ten Capital Wealth Advisors's Visa position peaked at $299K in Q1 2022.
3,486 funds tracked by Wall St. Rank held Visa as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.