Choice Wealth Advisors’s Mastercard MA Stock Holding History

Choice Wealth Advisors’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
2022 Q3	–	Sell	-1,053	Closed	-$332K	–	40
2022 Q2	$332K	Buy	+1,053	New	+$363K	0.27%	33

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Choice Wealth Advisors's MA Position: Q3 2022 in Review

Choice Wealth Advisors sold out of Mastercard (MA) in Q3 2022, closing a stake of 1,053 shares — an estimated $332K sold.

Choice Wealth Advisors first reported a position in MA in Q2 2022 and held it in 1 quarter. The position peaked at $332K in Q2 2022. 2,551 funds tracked by Wall St. Rank hold MA as of Q3 2022.

Choice Wealth Advisors reported no remaining Mastercard position as of Q3 2022 after selling out during the quarter.
Choice Wealth Advisors sold 1,053 Mastercard shares in Q3 2022, an estimated $332K.
Choice Wealth Advisors first reported a position in Mastercard in Q2 2022 and held it in 1 quarter.
Choice Wealth Advisors's Mastercard position peaked at $332K in Q2 2022.
2,551 funds tracked by Wall St. Rank held Mastercard as of Q3 2022.

Based on Choice Wealth Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.