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Cedar Wealth Management’s Mastercard MA Stock Holding History

Cedar 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
Q3 		– Sell
-14
Closed -$6.18K – 285
2024
Q2 		$6.18K Hold
14
– – ﹤0.01% 254
2024
Q1 		$6.74K Buy
+14
New +$6.4K ﹤0.01% 272
2018
Q3 		– Sell
-86
Closed -$17K – 205
2018
Q2 		$17K Buy
+86
New +$16.2K 0.01% 107

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cedar Wealth Management's MA Position: Q3 2024 in Review

Cedar Wealth Management sold out of Mastercard (MA) in Q3 2024, closing a stake of 14 shares — an estimated $6.18K sold.

Cedar Wealth Management first reported a position in MA in Q2 2018 and held it in 3 quarters. The position peaked at $17K in Q2 2018. 3,136 funds tracked by Wall St. Rank hold MA as of Q3 2024.

  • Cedar Wealth Management reported no remaining Mastercard position as of Q3 2024 after selling out during the quarter.
  • Cedar Wealth Management sold 14 Mastercard shares in Q3 2024, an estimated $6.18K.
  • Cedar Wealth Management first reported a position in Mastercard in Q2 2018 and held it in 3 quarters.
  • Cedar Wealth Management's Mastercard position peaked at $17K in Q2 2018.
  • 3,136 funds tracked by Wall St. Rank held Mastercard as of Q3 2024.

Based on Cedar Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.