Vista Finance’s Visa V Stock Holding History

Vista Finance’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 Q3	–	Sell	-1,672	Closed	-$329K	–	33
2022 Q2	$329K	Sell	1,672 -2,572	-61%	-$532K	0.43%	28
2022 Q1	$941K	Buy	4,244 +1	+0%	+$216	1.39%	18
2021 Q4	$919K	Buy	+4,243	New	+$911K	0.95%	29

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vista Finance's V Position: Q3 2022 in Review

Vista Finance sold out of Visa (V) in Q3 2022, closing a stake of 1,672 shares — an estimated $329K sold.

Vista Finance first reported a position in V in Q4 2021 and held it in 3 quarters. The position peaked at $941K in Q1 2022. 3,176 funds tracked by Wall St. Rank hold V as of Q3 2022.

Vista Finance reported no remaining Visa position as of Q3 2022 after selling out during the quarter.
Vista Finance sold 1,672 Visa shares in Q3 2022, an estimated $329K.
Vista Finance first reported a position in Visa in Q4 2021 and held it in 3 quarters.
Vista Finance's Visa position peaked at $941K in Q1 2022.
3,176 funds tracked by Wall St. Rank held Visa as of Q3 2022.

Based on Vista Finance's 13F filing for Q3 2022, filed 14 Nov 2022.