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Triad Financial Advisors’s Visa V Stock Holding History

Triad Financial 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 		$271K Buy
1,179
+126
+12% +$30.3K 0.1% 85
2023
Q2 		$250K Sell
1,053
-1
-0.1% -$229 0.1% 84
2023
Q1 		$238K Sell
1,054
-2
-0.2% -$445 0.1% 87
2022
Q4 		$219K Buy
+1,056
New +$213K 0.1% 103
2022
Q2 		– Sell
-1,249
Closed -$277K – 116
2022
Q1 		$277K Sell
1,249
-27
-2% -$5.84K 0.15% 84
2021
Q4 		$277K Buy
+1,276
New +$274K 0.16% 97

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

Triad Financial Advisors's V Position: Q3 2023 in Review

Triad Financial Advisors increased its Visa (V) stake by 12% in Q3 2023, buying an estimated $30.3K and bringing the position to 1,179 shares worth $271K. The position accounts for 0.1% of the portfolio, ranked #85.

Triad Financial Advisors first reported a position in V in Q4 2021 and has held it in 6 quarters since. The position peaked at $277K in Q1 2022. 3,513 funds tracked by Wall St. Rank hold V as of Q3 2023.

  • Triad Financial Advisors held 1,179 shares of Visa worth $271K as of Q3 2023.
  • Triad Financial Advisors bought 126 Visa shares in Q3 2023, an estimated $30.3K.
  • Visa made up 0.1% of Triad Financial Advisors's portfolio in Q3 2023, its #85 holding.
  • Triad Financial Advisors first reported a position in Visa in Q4 2021 and has held it in 6 quarters since.
  • Triad Financial Advisors's Visa position peaked at $277K in Q1 2022.
  • 3,513 funds tracked by Wall St. Rank held Visa as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.