Wealth Advisors’s Visa V Stock Holding History

Wealth 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	$8.02M	Buy	34,868 +54	+0.2%	+$13K	3.59%	9
2023 Q2	$8.43M	Sell	34,814 -35	-0.1%	-$8.01K	3.6%	9
2023 Q1	$7.96M	Sell	34,849 -1,000	-3%	-$223K	3.78%	8
2022 Q4	$7.45M	Hold	35,849	–	–	3.96%	8
2022 Q3	$6.37M	Hold	35,849	–	–	3.24%	10
2022 Q2	$7.06M	Hold	35,849	–	–	3.43%	10
2022 Q1	$7.95M	Sell	35,849 -200	-0.6%	-$43.3K	2.87%	11
2021 Q4	$7.81M	Sell	36,049 -295	-0.8%	-$63.3K	2.71%	13
2021 Q3	$8.17M	Sell	36,344 -470	-1%	-$110K	3.19%	10
2021 Q2	$9.09M	Sell	36,814 -500	-1%	-$114K	3.31%	9
2021 Q1	$8.33M	Sell	37,314 -1,522	-4%	-$320K	3.31%	10
2020 Q4	$8.49M	Hold	38,836	–	–	3.75%	7
2020 Q3	$7.88M	Sell	38,836 -485	-1%	-$96.9K	3.68%	7
2020 Q2	$7.78M	Buy	39,321 +35	+0.1%	+$6.39K	4.13%	6
2020 Q1	$6.38M	Buy	39,286 +172	+0.4%	+$32.4K	4.22%	7
2019 Q4	$8.26M	Buy	+39,114	New	+$7.05M	4.71%	8

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wealth Advisors's V Position: Q3 2023 in Review

Wealth Advisors increased its Visa (V) stake by 0.16% in Q3 2023, buying an estimated $13K and bringing the position to 34,868 shares worth $8.02M. The position accounts for 3.59% of the portfolio, ranked #9.

Wealth Advisors first reported a position in V in Q4 2019 and has held it in 16 quarters since. The position peaked at $9.09M in Q2 2021. 3,513 funds tracked by Wall St. Rank hold V as of Q3 2023.

Wealth Advisors held 34,868 shares of Visa worth $8.02M as of Q3 2023.
Wealth Advisors bought 54 Visa shares in Q3 2023, an estimated $13K.
Visa made up 3.59% of Wealth Advisors's portfolio in Q3 2023, its #9 holding.
Wealth Advisors first reported a position in Visa in Q4 2019 and has held it in 16 quarters since.
Wealth Advisors's Visa position peaked at $9.09M in Q2 2021.
3,513 funds tracked by Wall St. Rank held Visa as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.