West Tower Group’s Visa V Stock Holding History

West Tower Group’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 Q4	–	Sell	-436	Closed	-$100K	–	769
2023 Q3	$100K	Buy	436 +308	+241%	+$74K	0.05%	95
2023 Q2	$30.4K	Buy	+128	New	+$29.3K	0.02%	287

Other funds holding V

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

West Tower Group's V Position: Q4 2023 in Review

West Tower Group sold out of Visa (V) in Q4 2023, closing a stake of 436 shares — an estimated $100K sold.

West Tower Group first reported a position in V in Q2 2023 and held it in 2 quarters. The position peaked at $100K in Q3 2023. 3,778 funds tracked by Wall St. Rank hold V as of Q4 2023.

West Tower Group reported no remaining Visa position as of Q4 2023 after selling out during the quarter.
West Tower Group sold 436 Visa shares in Q4 2023, an estimated $100K.
West Tower Group first reported a position in Visa in Q2 2023 and held it in 2 quarters.
West Tower Group's Visa position peaked at $100K in Q3 2023.
3,778 funds tracked by Wall St. Rank held Visa as of Q4 2023.

Based on West Tower Group's 13F filing for Q4 2023, filed 14 Feb 2024.