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Advanced Research Investment Solutions’s Mastercard MA Stock Holding History

Advanced Research Investment Solutions’s Portfolio MA Stock Details MA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-30
Closed -$9K – 99
2022
Q3 		$9K Hold
30
– – 0.01% 133
2022
Q2 		$9K Hold
30
– – 0.01% 97
2022
Q1 		$11K Buy
30
+5
+20% +$1.8K ﹤0.01% 139
2021
Q4 		$8K Buy
+25
New +$8.65K ﹤0.01% 157

Other funds holding MA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Advanced Research Investment Solutions's MA Position: Q4 2022 in Review

Advanced Research Investment Solutions sold out of Mastercard (MA) in Q4 2022, closing a stake of 30 shares — an estimated $9K sold.

Advanced Research Investment Solutions first reported a position in MA in Q4 2021 and held it in 4 quarters. The position peaked at $11K in Q1 2022. 2,706 funds tracked by Wall St. Rank hold MA as of Q4 2022.

  • Advanced Research Investment Solutions reported no remaining Mastercard position as of Q4 2022 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 30 Mastercard shares in Q4 2022, an estimated $9K.
  • Advanced Research Investment Solutions first reported a position in Mastercard in Q4 2021 and held it in 4 quarters.
  • Advanced Research Investment Solutions's Mastercard position peaked at $11K in Q1 2022.
  • 2,706 funds tracked by Wall St. Rank held Mastercard as of Q4 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q4 2022, filed 10 Feb 2023.