Compass Ion Advisors »

Visa shares owned by Compass Ion Advisors

Quarter-by-quarter ownership of Visa (V) shares owned by Compass Ion Advisors from 13F filings

Historical chart of Compass Ion Advisors investment in Visa

Tip: Access up to 7 years of quarterly data

All positions including Visa held by Compass Ion Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Visa by Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 9.2k 279.08
2023-12-31 $2.4M 9.3k 260.34
2023-09-30 $2.1M 9.3k 230.01
2021-03-31 $390k 1.8k 211.84
2020-12-31 $392k 1.8k 218.63
2020-09-30 $379k 1.9k 200.21

More positions owned by Compass Ion Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Div Grwth (DGRO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Etf Ser Solutions Aptus Defined (DRSK)
Microstrategy Cl A New (MSTR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Small Cp Etf (VB)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Compass Ion 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