WIA
V icon

Wealthstreet Investment Advisors’s Visa V Stock Holding History

Wealthstreet Investment 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
2022
Q1 		$12K Hold
52
– – 0.32% 53
2021
Q4 		$11K Hold
52
– – 0.27% 55
2021
Q3 		$12K Hold
52
– – 0.33% 50
2021
Q2 		$12K Sell
52
-121,672
-100% -$27.8M 0.06% 76
2021
Q1 		$25.8M Sell
121,724
-3,365
-3% -$708K 2.51% 3
2020
Q4 		$27.4M Sell
125,089
-3,125
-2% -$639K 2.77% 2
2020
Q3 		$25.6M Sell
128,214
-2,080
-2% -$415K 2.86% 2
2020
Q2 		$25.2M Sell
130,294
-8,225
-6% -$1.5M 3.08% 2
2020
Q1 		$22.3M Sell
138,519
-419
-0.3% -$78.9K 3.3% 2
2019
Q4 		$26.1M Sell
138,938
-588
-0.4% -$106K 3.05% 2
2019
Q3 		$24.8M Sell
139,526
-451
-0.3% -$80.3K 3.17% 2
2019
Q2 		$24.3M Sell
139,977
-5,825
-4% -$954K 3.14% 2
2019
Q1 		$22.8M Buy
145,802
+53
+0% +$7.64K 3% 2
2018
Q4 		$19.8M Buy
145,749
+1,015
+0.7% +$140K 2.78% 3
2018
Q3 		$21.7M Sell
144,734
-560
-0.4% -$79.6K 2.68% 3
2018
Q2 		$19.2M Buy
145,294
+2,930
+2% +$377K 2.54% 3
2018
Q1 		$17M Buy
142,364
+5,525
+4% +$670K 2.14% 7
2017
Q4 		$15.6M Buy
+136,839
New +$15.1M 1.89% 7

Other funds holding V

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return