Voit & Company’s Visa V Stock Holding History

Voit & Company’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
2019 Q2	–	Sell	-2,500	Closed	-$29K	–	87
2019 Q1	$29K	Buy	+2,500	New	+$360K	0.03%	70

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Voit & Company's V Position: Q3 2020 in Review

Voit & Company increased its Visa (V) stake by 5% in Q3 2020, buying an estimated $254K and bringing the position to 26,927 shares worth $5.38M. The position accounts for 5.2% of the portfolio, ranked #4.

Voit & Company first reported a position in V in Q4 2018 and has held it in 8 quarters since. 2,776 funds tracked by Wall St. Rank hold V as of Q3 2020.

Voit & Company held 26,927 shares of Visa worth $5.38M as of Q3 2020.
Voit & Company bought 1,274 Visa shares in Q3 2020, an estimated $254K.
Visa made up 5.2% of Voit & Company's portfolio in Q3 2020, its #4 holding.
Voit & Company first reported a position in Visa in Q4 2018 and has held it in 8 quarters since.
2,776 funds tracked by Wall St. Rank held Visa as of Q3 2020.

Based on Voit & Company's 13F filing for Q3 2020, filed 30 Oct 2020.