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TFO Wealth Partners’s Visa V Stock Holding History

TFO Wealth 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
2024
Q2 		– Sell
-3
Closed -$837 – 713
2024
Q1 		$837 Hold
3
– – ﹤0.01% 187
2023
Q4 		$781 Sell
3
-785
-100% -$193K ﹤0.01% 243
2023
Q3 		$187K Buy
788
+3
+0.4% +$721 0.04% 46
2023
Q2 		$186K Buy
785
+182
+30% +$41.7K 0.04% 46
2023
Q1 		$136K Buy
603
+602
+60,200% +$134K 0.03% 47
2022
Q4 		$27 Buy
+1
New +$202 ﹤0.01% 900
2022
Q3 		– Sell
-85
Closed -$17K – 480
2022
Q2 		$17K Sell
85
-265
-76% -$54.8K ﹤0.01% 93
2022
Q1 		$78K Buy
+350
New +$75.7K 0.02% 63
2021
Q2 		– Sell
-202
Closed -$43K – 186
2021
Q1 		$43K Buy
+202
New +$42.5K 0.01% 79
2020
Q4 		– Sell
-2,139
Closed -$428K – 165
2020
Q3 		$428K Sell
2,139
-24
-1% -$4.79K 0.16% 20
2020
Q2 		$418K Buy
2,163
+60
+3% +$11K 0.16% 21
2020
Q1 		$338K Sell
2,103
-150
-7% -$28.3K 0.15% 27
2019
Q4 		$423K Buy
+2,253
New +$406K 0.39% 21

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

TFO Wealth Partners's V Position: Q2 2024 in Review

TFO Wealth Partners sold out of Visa (V) in Q2 2024, closing a stake of 3 shares — an estimated $837 sold.

TFO Wealth Partners first reported a position in V in Q4 2019 and held it in 13 quarters. The position peaked at $428K in Q3 2020. 3,835 funds tracked by Wall St. Rank hold V as of Q2 2024.

  • TFO Wealth Partners reported no remaining Visa position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Visa shares in Q2 2024, an estimated $837.
  • TFO Wealth Partners first reported a position in Visa in Q4 2019 and held it in 13 quarters.
  • TFO Wealth Partners's Visa position peaked at $428K in Q3 2020.
  • 3,835 funds tracked by Wall St. Rank held Visa as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.