WIP
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Wellesley Investment Partners’s Visa V Stock Holding History

Wellesley Investment Partners’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 		$472K Buy
2,364
+124
+6% +$24.8K 0.16% 62
2020
Q2 		$432K Buy
2,240
+785
+54% +$143K 0.15% 65
2020
Q1 		$234K Sell
1,455
-95
-6% -$17.9K 0.09% 87
2019
Q4 		$291K Hold
1,550
– – 0.09% 98
2019
Q3 		$267K Buy
1,550
+119
+8% +$21.2K 0.09% 94
2019
Q2 		$248K Sell
1,431
-624
-30% -$102K 0.09% 93
2019
Q1 		$320K Sell
2,055
-258
-11% -$37.2K 0.11% 89
2018
Q4 		$305K Sell
2,313
-100
-4% -$13.8K 0.11% 93
2018
Q3 		$362K Sell
2,413
-35
-1% -$4.98K 0.12% 89
2018
Q2 		$324K Sell
2,448
-15
-0.6% -$1.93K 0.11% 93
2018
Q1 		$294K Buy
2,463
+580
+31% +$70.3K 0.11% 106
2017
Q4 		$214K Buy
+1,883
New +$208K 0.08% 120

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

Wellesley Investment Partners's V Position: Q3 2020 in Review

Wellesley Investment Partners increased its Visa (V) stake by 5.5% in Q3 2020, buying an estimated $24.8K and bringing the position to 2,364 shares worth $472K. The position accounts for 0.16% of the portfolio, ranked #62.

Wellesley Investment Partners first reported a position in V in Q4 2017 and has held it in 12 quarters since. 2,775 funds tracked by Wall St. Rank hold V as of Q3 2020.

  • Wellesley Investment Partners held 2,364 shares of Visa worth $472K as of Q3 2020.
  • Wellesley Investment Partners bought 124 Visa shares in Q3 2020, an estimated $24.8K.
  • Visa made up 0.16% of Wellesley Investment Partners's portfolio in Q3 2020, its #62 holding.
  • Wellesley Investment Partners first reported a position in Visa in Q4 2017 and has held it in 12 quarters since.
  • 2,775 funds tracked by Wall St. Rank held Visa as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.