SEC 13F Intelligence

Hc Financial Advisors Inc / V

Hc Financial Advisors Inc’s Visa Inc Position

Does Hc Financial Advisors Inc own Visa Inc (V)? Yes29.9K shares worth $6M (+3.95% of its 13F portfolio) as of Q2 2022, down from 30.7K shares the prior filed quarter.

Position Value
$6M
Q2 2022
Shares
29.9K
% of Portfolio
+3.95%
Quarters Held
15
currently held

Position History V

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $4MQ2 ’19: $5MQ2 ’19Q3 ’19: $5MQ4 ’19: $5MQ4 ’19Q1 ’20: $4MQ2 ’20: $5MQ2 ’20Q3 ’20: $5MQ4 ’20: $6MQ4 ’20Q1 ’21: $6MQ2 ’21: $6MQ2 ’21Q3 ’21: $6MQ4 ’21: $6MQ4 ’21Q1 ’22: $7MQ2 ’22: $6MQ2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202229.9K$6M+3.95%
Q1 202230.7K$7M+4.06%
Q4 202129.8K$6M+3.59%
Q3 202128.3K$6M+3.78%
Q2 202125.6K$6M+3.49%
Q1 202126.7K$6M+3.44%
Q4 202027.3K$6M+3.82%
Q3 202026.9K$5M+3.86%
Q2 202027.5K$5M+4.16%
Q1 202027.8K$4M+4.00%
Q4 201926.9K$5M+3.98%
Q3 201926.7K$5M+3.94%
Q2 201926.5K$5M+4.58%
Q1 201926.0K$4M+4.26%
Q4 201825.9K$3M+7.63%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hc Financial Advisors Inc’s full portfolio or all institutional holders of V.