CWM
MQ icon

Cherrydale Wealth Management’s Marqeta MQ Stock Holding History

Cherrydale Wealth Management’s Portfolio MQ Stock Details MQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-35,789
Closed -$1.58M – 40
2022
Q1 		$1.58M Sell
35,789
-7,916
-18% -$367K 1.16% 11
2021
Q4 		$3M Buy
+43,705
New +$3.91M 2.25% 8

Other funds holding MQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HCM
HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
VI
Visa Inc San Francisco, California $89.1M AUM 1.85% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
VP
Vitruvian Partners London, United Kingdom $201M AUM 10.44% 1-Year Est. Return
IV
Industry Ventures San Francisco, California $43.2M AUM 36.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Cherrydale Wealth Management's MQ Position: Q2 2022 in Review

Cherrydale Wealth Management sold out of Marqeta (MQ) in Q2 2022, closing a stake of 35,789 shares — an estimated $1.58M sold.

Cherrydale Wealth Management first reported a position in MQ in Q4 2021 and held it in 2 quarters. The position peaked at $3M in Q4 2021. 272 funds tracked by Wall St. Rank hold MQ as of Q2 2022.

  • Cherrydale Wealth Management reported no remaining Marqeta position as of Q2 2022 after selling out during the quarter.
  • Cherrydale Wealth Management sold 35,789 Marqeta shares in Q2 2022, an estimated $1.58M.
  • Cherrydale Wealth Management first reported a position in Marqeta in Q4 2021 and held it in 2 quarters.
  • Cherrydale Wealth Management's Marqeta position peaked at $3M in Q4 2021.
  • 272 funds tracked by Wall St. Rank held Marqeta as of Q2 2022.

Based on Cherrydale Wealth Management's 13F filing for Q2 2022, filed 7 Jul 2022.