BKM Wealth Management’s Mastercard MA Stock Holding History

BKM Wealth Management’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 Q1	–	Sell	-36	Closed	-$15.4K	–	399
2023 Q4	$15.4K	Buy	+36	New	+$14.5K	0.01%	413

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

BKM Wealth Management's MA Position: Q1 2024 in Review

BKM Wealth Management sold out of Mastercard (MA) in Q1 2024, closing a stake of 36 shares — an estimated $15.4K sold.

BKM Wealth Management first reported a position in MA in Q4 2023 and held it in 1 quarter. The position peaked at $15.4K in Q4 2023. 3,114 funds tracked by Wall St. Rank hold MA as of Q1 2024.

BKM Wealth Management reported no remaining Mastercard position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 36 Mastercard shares in Q1 2024, an estimated $15.4K.
BKM Wealth Management first reported a position in Mastercard in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Mastercard position peaked at $15.4K in Q4 2023.
3,114 funds tracked by Wall St. Rank held Mastercard as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.