UWM
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Urban Wealth Management’s Visa V Stock Holding History

Urban Wealth 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
2022
Q2 		$140K Buy
+712
New +$147K 0.47% 49
2020
Q4 		$254K Buy
+1,161
New +$238K 0.21% 90

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Urban Wealth Management's V Position: Q2 2022 in Review

Urban Wealth Management opened a new position in Visa (V) in Q2 2022: 712 shares worth $140K. The stake represents 0.47% of the portfolio and ranks #49 among its holdings. This is a return to the name: Urban Wealth Management previously reported a position in V as recently as Q4 2020.

Urban Wealth Management first reported a position in V in Q4 2020 and has held it in 2 quarters since. The position peaked at $254K in Q4 2020. 3,237 funds tracked by Wall St. Rank hold V as of Q2 2022.

  • Urban Wealth Management held 712 shares of Visa worth $140K as of Q2 2022.
  • Visa was a new Urban Wealth Management position in Q2 2022.
  • Visa made up 0.47% of Urban Wealth Management's portfolio in Q2 2022, its #49 holding.
  • Urban Wealth Management first reported a position in Visa in Q4 2020 and has held it in 2 quarters since.
  • Urban Wealth Management's Visa position peaked at $254K in Q4 2020.
  • 3,237 funds tracked by Wall St. Rank held Visa as of Q2 2022.

Based on Urban Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.