WJ Interests’s Visa V Stock Holding History

WJ Interests’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 Q1	–	Sell	-262	Closed	-$54.4K	–	61
2022 Q4	$54.4K	Buy	+262	New	+$52.8K	0.05%	31

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

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

WJ Interests's V Position: Q1 2023 in Review

WJ Interests sold out of Visa (V) in Q1 2023, closing a stake of 262 shares — an estimated $54.4K sold.

WJ Interests first reported a position in V in Q4 2022 and held it in 1 quarter. The position peaked at $54.4K in Q4 2022. 3,433 funds tracked by Wall St. Rank hold V as of Q1 2023.

WJ Interests reported no remaining Visa position as of Q1 2023 after selling out during the quarter.
WJ Interests sold 262 Visa shares in Q1 2023, an estimated $54.4K.
WJ Interests first reported a position in Visa in Q4 2022 and held it in 1 quarter.
WJ Interests's Visa position peaked at $54.4K in Q4 2022.
3,433 funds tracked by Wall St. Rank held Visa as of Q1 2023.

Based on WJ Interests's 13F filing for Q1 2023, filed 13 Apr 2023.