Tradition Asset Management’s Visa V Stock Holding History

Tradition Asset 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
2020 Q2	$461K	Buy	2,388 +400	+20%	+$73.1K	0.13%	122
2020 Q1	$320K	Buy	1,988 +18	+0.9%	+$3.39K	0.11%	135
2019 Q4	$370K	Hold	1,970	–	–	0.09%	150
2019 Q3	$338K	Buy	1,970 +35	+2%	+$6.23K	0.09%	152
2019 Q2	$335K	Buy	+1,935	New	+$317K	0.09%	150

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Tradition Asset Management's V Position: Q2 2020 in Review

Tradition Asset Management increased its Visa (V) stake by 20% in Q2 2020, buying an estimated $73.1K and bringing the position to 2,388 shares worth $461K. The position accounts for 0.13% of the portfolio, ranked #122.

Tradition Asset Management first reported a position in V in Q2 2019 and has held it in 5 quarters since. 2,718 funds tracked by Wall St. Rank hold V as of Q2 2020.

Tradition Asset Management held 2,388 shares of Visa worth $461K as of Q2 2020.
Tradition Asset Management bought 400 Visa shares in Q2 2020, an estimated $73.1K.
Visa made up 0.13% of Tradition Asset Management's portfolio in Q2 2020, its #122 holding.
Tradition Asset Management first reported a position in Visa in Q2 2019 and has held it in 5 quarters since.
2,718 funds tracked by Wall St. Rank held Visa as of Q2 2020.

Based on Tradition Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.