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Viridian RIA’s Visa V Stock Holding History

Viridian RIA’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
Q1 		– Sell
-1,041
Closed -$225K – 81
2021
Q4 		$226K Buy
+1,041
New +$223K 0.05% 85
2021
Q2 		– Hold
0
– – – 75
2021
Q1 		– Sell
-1,495
Closed -$315K – 74
2020
Q4 		$327K Buy
1,495
+325
+28% +$66.5K 0.09% 58
2020
Q3 		$234K Buy
1,170
+118
+11% +$23.6K 0.08% 61
2020
Q2 		$203K Buy
+1,052
New +$192K 0.07% 61

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

Viridian RIA's V Position: Q1 2022 in Review

Viridian RIA sold out of Visa (V) in Q1 2022, closing a stake of 1,041 shares — an estimated $225K sold.

Viridian RIA first reported a position in V in Q2 2020 and held it in 4 quarters. The position peaked at $327K in Q4 2020. 3,299 funds tracked by Wall St. Rank hold V as of Q1 2022.

  • Viridian RIA reported no remaining Visa position as of Q1 2022 after selling out during the quarter.
  • Viridian RIA sold 1,041 Visa shares in Q1 2022, an estimated $225K.
  • Viridian RIA first reported a position in Visa in Q2 2020 and held it in 4 quarters.
  • Viridian RIA's Visa position peaked at $327K in Q4 2020.
  • 3,299 funds tracked by Wall St. Rank held Visa as of Q1 2022.

Based on Viridian RIA's 13F filing for Q1 2022, filed 26 Apr 2022.