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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
2021
Q1 		– Sell
-1,000
Closed -$44K – 110
2020
Q4 		$44K Hold
1,000
– – 0.02% 75
2020
Q3 		$32K Sell
1,000
-200
-17% -$40K 0.01% 72
2020
Q2 		$38K Buy
+1,200
New +$219K 0.02% 75

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