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American Planning Services’s Mastercard MA Stock Holding History

American Planning Services’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
2024
Q3 		$2.94M Buy
5,947
+191
+3% +$88.8K 2.32% 13
2024
Q2 		$2.54M Buy
+5,756
New +$2.62M 1.79% 15

Other funds holding MA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

American Planning Services's MA Position: Q3 2024 in Review

American Planning Services increased its Mastercard (MA) stake by 3.3% in Q3 2024, buying an estimated $88.8K and bringing the position to 5,947 shares worth $2.94M. The position accounts for 2.32% of the portfolio, ranked #13.

American Planning Services first reported a position in MA in Q2 2024 and has held it in 2 quarters since. 3,142 funds tracked by Wall St. Rank hold MA as of Q3 2024.

  • American Planning Services held 5,947 shares of Mastercard worth $2.94M as of Q3 2024.
  • American Planning Services bought 191 Mastercard shares in Q3 2024, an estimated $88.8K.
  • Mastercard made up 2.32% of American Planning Services's portfolio in Q3 2024, its #13 holding.
  • American Planning Services first reported a position in Mastercard in Q2 2024 and has held it in 2 quarters since.
  • 3,142 funds tracked by Wall St. Rank held Mastercard as of Q3 2024.

Based on American Planning Services's 13F filing for Q3 2024, filed 14 Nov 2024.