Treybourne Wealth Planners’s Visa V Stock Holding History

Treybourne Wealth Planners’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
2021 Q2	$212K	Buy	+907	New	+$207K	0.13%	44

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Treybourne Wealth Planners's V Position: Q2 2021 in Review

Treybourne Wealth Planners opened a new position in Visa (V) in Q2 2021: 907 shares worth $212K. The stake represents 0.13% of the portfolio and ranks #44 among its holdings.

3,045 funds tracked by Wall St. Rank hold V as of Q2 2021.

Treybourne Wealth Planners held 907 shares of Visa worth $212K as of Q2 2021.
Visa was a new Treybourne Wealth Planners position in Q2 2021.
Visa made up 0.13% of Treybourne Wealth Planners's portfolio in Q2 2021, its #44 holding.
3,045 funds tracked by Wall St. Rank held Visa as of Q2 2021.

Based on Treybourne Wealth Planners's 13F filing for Q2 2021, filed 29 Jul 2021.