Axiom Advisory’s Mastercard MA Stock Holding History

Axiom Advisory’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	$393K	Buy	832 +1	+0.1%	+$465	﹤0.01%	238
2024 Q2	$379K	Buy	+831	New	+$379K	﹤0.01%	234

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

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

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

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

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

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

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

Axiom Advisory's MA Position: Q3 2024 in Review

Axiom Advisory increased its Mastercard (MA) stake by 0.12% in Q3 2024, buying an estimated $465 and bringing the position to 832 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #238.

Axiom Advisory first reported a position in MA in Q2 2024 and has held it in 2 quarters since. 3,136 funds tracked by Wall St. Rank hold MA as of Q3 2024.

Axiom Advisory held 832 shares of Mastercard worth $393K as of Q3 2024.
Axiom Advisory bought 1 Mastercard share in Q3 2024, an estimated $465.
Mastercard made up ﹤0.01% of Axiom Advisory's portfolio in Q3 2024, its #238 holding.
Axiom Advisory first reported a position in Mastercard in Q2 2024 and has held it in 2 quarters since.
3,136 funds tracked by Wall St. Rank held Mastercard as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.