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Visa shares owned by Atlas Private Wealth Advisors

Quarter-by-quarter ownership of Visa (V) shares owned by Atlas Private Wealth Advisors from 13F filings

Historical chart of Atlas Private Wealth Advisors investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by Atlas Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Visa by Atlas Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $574k 2.2k 260.40
2023-09-30 $507k 2.2k 230.03
2021-09-30 $61k 272 224.26
2021-06-30 $46k 196 234.69
2021-03-31 $38k 181 209.94
2020-12-31 $36k 166 216.87
2020-09-30 $27k 136 198.53
2020-06-30 $26k 136 191.18

More positions owned by Atlas Private Wealth Advisors

Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfli High Yld (SPHY)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Apple (AAPL)
Invesco Exchange Traded Fd T Large Cap Value (PWV)
Invesco Exchange Traded Fd T Divid Achievev (PFM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Global X Fds Nasdaq 100 Cover (QYLD)
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)
Spdr Ser Tr Ice Pfd Sec Etf (PSK)

View all positions for Atlas Private Wealth Advisors

Top funds holding Visa

Vanguard Group
T. Rowe Price Associates
Bank of America Corporation
Alliancebernstein
Massachusetts Financial Services
Goldman Sachs Group
Royal Bank of Canada
Wellington Management Company
Norges Bank Investment Management
Legal & General Group
Jennison Associates
Bank of New York Mellon
Jpmorgan Chase & Co
Barclays
Charles Schwab Investment Management

View all funds holding Visa