Wipfli Financial Advisors’s Visa V Stock Holding History

Wipfli Financial 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 Q3	$3.62M	Buy	+20,360	New	+$4.14M	0.25%	46

Other funds holding V

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wipfli Financial Advisors's V Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Visa (V) in Q3 2022: 20,360 shares worth $3.62M. The stake represents 0.25% of the portfolio and ranks #46 among its holdings.

3,176 funds tracked by Wall St. Rank hold V as of Q3 2022.

Wipfli Financial Advisors held 20,360 shares of Visa worth $3.62M as of Q3 2022.
Visa was a new Wipfli Financial Advisors position in Q3 2022.
Visa made up 0.25% of Wipfli Financial Advisors's portfolio in Q3 2022, its #46 holding.
3,176 funds tracked by Wall St. Rank held Visa as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.