ZIMP
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Zimmermann Investment Management & Planning’s Visa V Stock Holding History

Zimmermann Investment Management & Planning’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
Q4 		– Sell
-2,727
Closed -$750K – 128
2024
Q3 		$750K Sell
2,727
-123
-4% -$33.3K 0.23% 67
2024
Q2 		$748K Sell
2,850
-1,338
-32% -$367K 0.25% 63
2024
Q1 		$1.17M Buy
4,188
+294
+8% +$81.2K 0.42% 57
2023
Q4 		$1.01M Buy
3,894
+264
+7% +$65.1K 0.41% 50
2023
Q3 		$835K Buy
3,630
+1,668
+85% +$401K 0.4% 53
2023
Q2 		$466K Buy
1,962
+214
+12% +$49K 0.22% 69
2023
Q1 		$394K Buy
1,748
+435
+33% +$96.8K 0.21% 77
2022
Q4 		$273K Hold
1,313
– – 0.16% 76
2022
Q3 		$233K Sell
1,313
-337
-20% -$68.6K 0.15% 82
2022
Q2 		$325K Sell
1,650
-61
-4% -$12.6K 0.22% 70
2022
Q1 		$380K Sell
1,711
-107
-6% -$23.1K 0.23% 64
2021
Q4 		$394K Buy
+1,818
New +$390K 0.22% 64

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

Zimmermann Investment Management & Planning's V Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Visa (V) in Q4 2024, closing a stake of 2,727 shares — an estimated $750K sold.

Zimmermann Investment Management & Planning first reported a position in V in Q4 2021 and held it in 12 quarters. The position peaked at $1.17M in Q1 2024. 4,278 funds tracked by Wall St. Rank hold V as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Visa position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 2,727 Visa shares in Q4 2024, an estimated $750K.
  • Zimmermann Investment Management & Planning first reported a position in Visa in Q4 2021 and held it in 12 quarters.
  • Zimmermann Investment Management & Planning's Visa position peaked at $1.17M in Q1 2024.
  • 4,278 funds tracked by Wall St. Rank held Visa as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.