Affiance Financial’s Mastercard MA Stock Holding History

Affiance Financial’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
2023 Q1	–	Sell	-40	Closed	-$13.9K	–	284
2022 Q4	$13.9K	Buy	+40	New	+$13.2K	0.01%	273

Other funds holding MA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Affiance Financial's MA Position: Q1 2023 in Review

Affiance Financial sold out of Mastercard (MA) in Q1 2023, closing a stake of 40 shares — an estimated $13.9K sold.

Affiance Financial first reported a position in MA in Q4 2022 and held it in 1 quarter. The position peaked at $13.9K in Q4 2022. 2,731 funds tracked by Wall St. Rank hold MA as of Q1 2023.

Affiance Financial reported no remaining Mastercard position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 40 Mastercard shares in Q1 2023, an estimated $13.9K.
Affiance Financial first reported a position in Mastercard in Q4 2022 and held it in 1 quarter.
Affiance Financial's Mastercard position peaked at $13.9K in Q4 2022.
2,731 funds tracked by Wall St. Rank held Mastercard as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.