BCWM
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Blue Chip Wealth Management’s Mastercard MA Stock Holding History

Blue Chip 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
2020
Q3 		$1.65M Sell
4,874
-47
-1% -$15.3K 1.3% 21
2020
Q2 		$1.46M Buy
4,921
+148
+3% +$41.7K 1.38% 20
2020
Q1 		$1.15M Sell
4,773
-947
-17% -$282K 1.44% 20
2019
Q4 		$1.71M Buy
5,720
+4
+0.1% +$1.13K 1.58% 18
2019
Q3 		$1.55M Buy
5,716
+53
+0.9% +$14.6K 1.62% 19
2019
Q2 		$1.5M Buy
5,663
+354
+7% +$88.6K 1.58% 19
2019
Q1 		$1.25M Buy
5,309
+289
+6% +$62.2K 1.42% 22
2018
Q4 		$947K Sell
5,020
-245
-5% -$48.7K 1.24% 26
2018
Q3 		$1.17M Sell
5,265
-207
-4% -$43.2K 1.18% 27
2018
Q2 		$1.07M Buy
5,472
+264
+5% +$49.6K 1.17% 27
2018
Q1 		$912K Buy
+5,208
New +$890K 0.93% 32

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return