Catalytic Wealth RIA, LLC Trims Visa Holdings in Latest 13F Filing
Catalytic Wealth RIA, LLC Trims Visa Holdings in Latest 13F Filing
In its most recent SEC 13F filing, Catalytic Wealth RIA, LLC disclosed a reduction in its position in Visa (NYSE: V), one of the leading players in the Non-Bank Financials industry. The firm sold 23,620 shares of Visa, reflecting a notable adjustment to its portfolio strategy.
Deep Dive into the Trade
Catalytic Wealth RIA, LLC's holdings in Visa now stand at a market value of $18.51 million, constituting 0.87% of its overall portfolio. Despite the sale, the percentage weight of Visa within the portfolio remains unchanged at 0.87%. The transaction did not significantly impact the firm's ownership percentage in Visa, which remains at 0.0% of the total outstanding shares, indicating a relatively small stake in the company.
Visa operates within the Non-Bank Financials sector, a critical industry for global financial infrastructure, making this adjustment noteworthy for investors tracking institutional sentiment.
Why is Catalytic Wealth RIA, LLC Adjusting its Position in Visa?
Portfolio rebalancing is a common practice among institutional investors like Catalytic Wealth RIA, LLC. The decision to trim Visa shares could be driven by a range of factors, including valuation considerations, broader market dynamics, or a strategic shift towards other sectors or assets. While the exact rationale remains undisclosed, such moves often signal a nuanced approach to managing risk and optimizing returns.
How Much of Visa Does Catalytic Wealth RIA, LLC Own?
Following the sale, Catalytic Wealth RIA, LLC holds a relatively modest position in Visa, with its stake accounting for less than 0.01% of the company's total shares. This suggests that while Visa remains a part of the portfolio, it is not a heavily concentrated bet for the firm.
Portfolio Impact
Visa's current weight of 0.87% in Catalytic Wealth RIA, LLC's portfolio indicates that the company remains a steady, albeit minor, component of the firm's investment strategy. The recent reduction aligns with a balanced approach to portfolio diversification.
For a deeper dive into Catalytic Wealth RIA, LLC's investment moves and historical 13F filings, view Catalytic Wealth RIA, LLC’s full real-time portfolio and historical 13F data here.