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Tiedemann Advisors’s Visa V Stock Holding History

Tiedemann 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 		$3M Sell
13,034
-21
-0.2% -$5.05K 0.13% 62
2023
Q2 		$3.1M Buy
13,055
+82
+0.6% +$18.8K 0.13% 61
2023
Q1 		$2.92M Buy
12,973
+2,743
+27% +$611K 0.13% 64
2022
Q4 		$2.13M Buy
10,230
+124
+1% +$25K 0.1% 73
2022
Q3 		$1.79M Sell
10,106
-65
-0.6% -$13.2K 0.11% 79
2022
Q2 		$2M Sell
10,171
-1,238
-11% -$256K 0.15% 69
2022
Q1 		$2.53M Sell
11,409
-4,816
-30% -$1.04M 0.13% 77
2021
Q4 		$3.52M Sell
16,225
-2
-0% -$429 0.17% 65
2021
Q3 		$3.61M Sell
16,227
-5,571
-26% -$1.31M 0.19% 58
2021
Q2 		$5.1M Sell
21,798
-156
-0.7% -$35.7K 0.2% 58
2021
Q1 		$4.65M Sell
21,954
-388
-2% -$81.7K 0.2% 55
2020
Q4 		$4.89M Buy
22,342
+1,355
+6% +$277K 0.24% 49
2020
Q3 		$4.2M Sell
20,987
-364
-2% -$72.7K 0.2% 68
2020
Q2 		$4.13M Buy
21,351
+238
+1% +$43.5K 0.22% 67
2020
Q1 		$3.4M Buy
21,113
+758
+4% +$143K 0.22% 74
2019
Q4 		$3.82M Sell
20,355
-3,953
-16% -$712K 0.18% 80
2019
Q3 		$4.18M Buy
24,308
+12,117
+99% +$2.16M 0.2% 81
2019
Q2 		$2.11M Sell
12,191
-19,380
-61% -$3.17M 0.11% 102
2019
Q1 		$4.93M Sell
31,571
-35
-0.1% -$5.04K 0.23% 74
2018
Q4 		$4.17M Buy
31,606
+22,175
+235% +$3.06M 0.21% 82
2018
Q3 		$1.42M Sell
9,431
-639
-6% -$90.9K 0.08% 137
2018
Q2 		$1.33M Sell
10,070
-1,173
-10% -$151K 0.09% 137
2018
Q1 		$1.35M Buy
11,243
+2,676
+31% +$324K 0.09% 121
2017
Q4 		$977K Sell
8,567
-38,299
-82% -$4.23M 0.07% 122
2017
Q3 		$4.07M Sell
46,866
-2,891
-6% -$293K 0.37% 55
2017
Q2 		$4.67M Sell
49,757
-7,456
-13% -$692K 0.34% 53
2017
Q1 		$5.08M Buy
57,213
+9,309
+19% +$801K 0.43% 47
2016
Q4 		$3.74M Buy
47,904
+44,395
+1,265% +$3.57M 0.37% 57
2016
Q3 		$289K Buy
+3,509
New +$281K 0.06% 113

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

Tiedemann Advisors's V Position: Q3 2023 in Review

Tiedemann Advisors reduced its Visa (V) stake by 0.16% in Q3 2023, selling an estimated $5.05K and leaving 13,034 shares worth $3M. The position accounts for 0.13% of the portfolio, ranked #62.

Tiedemann Advisors first reported a position in V in Q3 2016 and has held it in 29 quarters since. The position peaked at $5.1M in Q2 2021. 3,513 funds tracked by Wall St. Rank hold V as of Q3 2023.

  • Tiedemann Advisors held 13,034 shares of Visa worth $3M as of Q3 2023.
  • Tiedemann Advisors sold 21 Visa shares in Q3 2023, an estimated $5.05K.
  • Visa made up 0.13% of Tiedemann Advisors's portfolio in Q3 2023, its #62 holding.
  • Tiedemann Advisors first reported a position in Visa in Q3 2016 and has held it in 29 quarters since.
  • Tiedemann Advisors's Visa position peaked at $5.1M in Q2 2021.
  • 3,513 funds tracked by Wall St. Rank held Visa as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.