SEC 13F Intelligence

Veritable, L.P. / V

Veritable, L.P.’s Visa Inc Position

Does Veritable, L.P. own Visa Inc (V)? Not currently — the last reported position was 63.3K shares worth $15M in Q2 2023; the fund’s latest 13F (Q3 2023) no longer reports it.

Position Value
$15M
Q2 2023
Shares
63.3K
% of Portfolio
+0.23%
Quarters Held
14
position exited

Position History V

Reported value by quarter
Q1 ’20: $12MQ1 ’20Q2 ’20: $13MQ3 ’20: $14MQ3 ’20Q4 ’20: $14MQ1 ’21: $14MQ1 ’21Q2 ’21: $15MQ3 ’21: $14MQ3 ’21Q4 ’21: $14MQ1 ’22: $14MQ1 ’22Q2 ’22: $13MQ3 ’22: $11MQ3 ’22Q4 ’22: $13MQ1 ’23: $15MQ1 ’23Q2 ’23: $15Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202363.3K$15M+0.23%
Q1 202364.5K$15M+0.24%
Q4 202264.9K$13M+0.23%
Q3 202260.3K$11M+0.21%
Q2 202266.2K$13M+0.23%
Q1 202264.5K$14M+0.22%
Q4 202163.7K$14M+0.20%
Q3 202164.6K$14M+0.23%
Q2 202165.1K$15M+0.24%
Q1 202165.0K$14M+0.23%
Q4 202065.7K$14M+0.26%
Q3 202069.4K$14M+0.28%
Q2 202069.0K$13M+0.29%
Q1 202075.6K$12M+0.30%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Veritable, L.P.’s full portfolio or all institutional holders of V.