TW
V icon

Towerpoint Wealth’s Visa V Stock Holding History

Towerpoint Wealth’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
2026
Q2 		– Sell
-751
Closed -$227K – 116
2026
Q1 		$227K Sell
751
-43
-5% -$13.8K 0.09% 86
2025
Q4 		$279K Sell
794
-50
-6% -$17K 0.11% 76
2025
Q3 		$288K Sell
844
-932
-52% -$323K 0.12% 75
2025
Q2 		$631K Buy
1,776
+961
+118% +$335K 0.28% 49
2025
Q1 		$286K Sell
815
-104
-11% -$35.2K 0.14% 67
2024
Q4 		$290K Sell
919
-84
-8% -$25.3K 0.14% 66
2024
Q3 		$276K Sell
1,003
-16
-2% -$4.33K 0.13% 72
2024
Q2 		$267K Sell
1,019
-116
-10% -$31.8K 0.13% 66
2024
Q1 		$317K Buy
1,135
+304
+37% +$83.9K 0.16% 62
2023
Q4 		$216K Buy
+831
New +$205K 0.12% 72
2023
Q3 		– Sell
-1,024
Closed -$243K – 83
2023
Q2 		$243K Buy
1,024
+50
+5% +$11.4K 0.14% 72
2023
Q1 		$220K Buy
+974
New +$217K 0.13% 74
2020
Q4 		– Sell
-1,025
Closed -$205K – 76
2020
Q3 		$205K Buy
+1,025
New +$205K 0.11% 61

Other funds holding V

WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return