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Williamson Legacy Group’s Visa V Stock Holding History

Williamson Legacy 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
2024
Q2 		– Sell
-7,675
Closed -$2.14M – 113
2024
Q1 		$2.14M Buy
7,675
+131
+2% +$36.2K 1.66% 12
2023
Q4 		$1.96M Buy
+7,544
New +$1.86M 1.82% 8

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Williamson Legacy Group's V Position: Q2 2024 in Review

Williamson Legacy Group sold out of Visa (V) in Q2 2024, closing a stake of 7,675 shares — an estimated $2.14M sold.

Williamson Legacy Group first reported a position in V in Q4 2023 and held it in 2 quarters. The position peaked at $2.14M in Q1 2024. 3,827 funds tracked by Wall St. Rank hold V as of Q2 2024.

  • Williamson Legacy Group reported no remaining Visa position as of Q2 2024 after selling out during the quarter.
  • Williamson Legacy Group sold 7,675 Visa shares in Q2 2024, an estimated $2.14M.
  • Williamson Legacy Group first reported a position in Visa in Q4 2023 and held it in 2 quarters.
  • Williamson Legacy Group's Visa position peaked at $2.14M in Q1 2024.
  • 3,827 funds tracked by Wall St. Rank held Visa as of Q2 2024.

Based on Williamson Legacy Group's 13F filing for Q2 2024, filed 14 Aug 2024.