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Wealthspire Advisors (Maryland)’s Visa V Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$6.71M Buy
33,539
+2,188
+7% +$437K 0.24% 56
2020
Q2 		$6.06M Buy
31,351
+1,523
+5% +$278K 0.43% 39
2020
Q1 		$4.81M Sell
29,828
-172
-0.6% -$32.4K 0.42% 42
2019
Q4 		$5.64M Sell
30,000
-230
-0.8% -$41.4K 0.38% 44
2019
Q3 		$5.2M Buy
30,230
+117
+0.4% +$20.8K 0.38% 46
2019
Q2 		$5.23M Sell
30,113
-761
-2% -$125K 0.39% 45
2019
Q1 		$4.82M Sell
30,874
-872
-3% -$126K 0.36% 46
2018
Q4 		$4.19M Buy
31,746
+176
+0.6% +$24.3K 0.37% 48
2018
Q3 		$4.74M Sell
31,570
-555
-2% -$78.9K 0.39% 42
2018
Q2 		$4.25M Sell
32,125
-491
-2% -$63.2K 0.39% 41
2018
Q1 		$3.9M Sell
32,616
-508
-2% -$61.6K 0.37% 46
2017
Q4 		$3.78M Buy
33,124
+4,813
+17% +$532K 0.37% 47
2017
Q3 		$2.98M Sell
28,311
-1,156
-4% -$117K 0.32% 50
2017
Q2 		$2.76M Buy
29,467
+2,436
+9% +$226K 0.33% 52
2017
Q1 		$2.4M Buy
27,031
+3,617
+15% +$311K 0.34% 47
2016
Q4 		$1.83M Buy
23,414
+314
+1% +$25.2K 0.27% 57
2016
Q3 		$1.91M Buy
23,100
+1,144
+5% +$91.6K 0.3% 57
2016
Q2 		$1.63M Buy
21,956
+151
+0.7% +$11.8K 0.27% 62
2016
Q1 		$1.67M Sell
21,805
-974
-4% -$70.8K 0.29% 57
2015
Q4 		$1.77M Buy
+22,779
New +$1.76M 0.33% 54

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s V Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Visa (V) stake by 7% in Q3 2020, buying an estimated $437K and bringing the position to 33,539 shares worth $6.71M. The position accounts for 0.24% of the portfolio, ranked #56.

Wealthspire Advisors (Maryland) first reported a position in V in Q4 2015 and has held it in 20 quarters since. 2,775 funds tracked by Wall St. Rank hold V as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 33,539 shares of Visa worth $6.71M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 2,188 Visa shares in Q3 2020, an estimated $437K.
  • Visa made up 0.24% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #56 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Visa in Q4 2015 and has held it in 20 quarters since.
  • 2,775 funds tracked by Wall St. Rank held Visa as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.