Catalyst Wealth Management’s Mastercard MA Stock Holding History

Catalyst 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
2023 Q1	$1.82M	Buy	5,017 +148	+3%	+$53.8K	1.71%	9
2022 Q4	$1.69M	Buy	+4,869	New	+$1.6M	1.6%	13

Other funds holding MA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Catalyst Wealth Management's MA Position: Q1 2023 in Review

Catalyst Wealth Management increased its Mastercard (MA) stake by 3% in Q1 2023, buying an estimated $53.8K and bringing the position to 5,017 shares worth $1.82M. The position accounts for 1.71% of the portfolio, ranked #9.

Catalyst Wealth Management first reported a position in MA in Q4 2022 and has held it in 2 quarters since. 2,731 funds tracked by Wall St. Rank hold MA as of Q1 2023.

Catalyst Wealth Management held 5,017 shares of Mastercard worth $1.82M as of Q1 2023.
Catalyst Wealth Management bought 148 Mastercard shares in Q1 2023, an estimated $53.8K.
Mastercard made up 1.71% of Catalyst Wealth Management's portfolio in Q1 2023, its #9 holding.
Catalyst Wealth Management first reported a position in Mastercard in Q4 2022 and has held it in 2 quarters since.
2,731 funds tracked by Wall St. Rank held Mastercard as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.