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YorkBridge Wealth Partners’s Visa V Stock Holding History

YorkBridge Wealth 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
2022
Q4 		$5.82M Sell
27,996
-8,398
-23% -$1.69M 1.48% 14
2022
Q3 		$6.46M Buy
36,394
+866
+2% +$176K 1.67% 11
2022
Q2 		$7M Buy
35,528
+105
+0.3% +$21.7K 1.83% 9
2022
Q1 		$7.86M Buy
35,423
+4,043
+13% +$874K 1.72% 10
2021
Q4 		$6.8M Buy
31,380
+1,305
+4% +$280K 1.52% 14
2021
Q3 		$6.7M Buy
30,075
+1,333
+5% +$313K 1.69% 11
2021
Q2 		$6.72M Buy
28,742
+214
+0.8% +$48.9K 1.75% 11
2021
Q1 		$6.04M Buy
28,528
+1,054
+4% +$222K 1.78% 10
2020
Q4 		$6.01M Buy
27,474
+1,148
+4% +$235K 2.01% 9
2020
Q3 		$5.26M Buy
26,326
+2,623
+11% +$524K 2.21% 8
2020
Q2 		$4.58M Buy
23,703
+2,640
+13% +$482K 2.09% 8
2020
Q1 		$3.39M Sell
21,063
-4,218
-17% -$795K 2.09% 8
2019
Q4 		$4.75M Buy
25,281
+224
+0.9% +$40.4K 2.18% 6
2019
Q3 		$4.31M Buy
25,057
+628
+3% +$112K 2.17% 7
2019
Q2 		$4.24M Sell
24,429
-523
-2% -$85.6K 1.88% 5
2019
Q1 		$3.9M Buy
24,952
+660
+3% +$95.1K 1.8% 8
2018
Q4 		$3.21M Sell
24,292
-472
-2% -$65.2K 1.7% 9
2018
Q3 		$3.73M Sell
24,764
-4,813
-16% -$684K 1.71% 9
2018
Q2 		$3.92M Buy
29,577
+1,921
+7% +$247K 1.72% 9
2018
Q1 		$3.35M Buy
27,656
+755
+3% +$91.5K 1.54% 9
2017
Q4 		$3.13M Sell
26,901
-806
-3% -$89K 1.51% 12
2017
Q3 		$2.92M Sell
27,707
-3,467
-11% -$352K 1.51% 12
2017
Q2 		$2.91M Buy
31,174
+104
+0.3% +$9.65K 1.55% 10
2017
Q1 		$2.88M Buy
31,070
+1,783
+6% +$153K 1.5% 14
2016
Q4 		$2.35M Buy
+29,287
New +$2.35M 1.39% 14

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

YorkBridge Wealth Partners's V Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Visa (V) stake by 23% in Q4 2022, selling an estimated $1.69M and leaving 27,996 shares worth $5.82M. The position accounts for 1.48% of the portfolio, ranked #14.

YorkBridge Wealth Partners first reported a position in V in Q4 2016 and has held it in 25 quarters since. The position peaked at $7.86M in Q1 2022. 3,406 funds tracked by Wall St. Rank hold V as of Q4 2022.

  • YorkBridge Wealth Partners held 27,996 shares of Visa worth $5.82M as of Q4 2022.
  • YorkBridge Wealth Partners sold 8,398 Visa shares in Q4 2022, an estimated $1.69M.
  • Visa made up 1.48% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #14 holding.
  • YorkBridge Wealth Partners first reported a position in Visa in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's Visa position peaked at $7.86M in Q1 2022.
  • 3,406 funds tracked by Wall St. Rank held Visa as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.