Clear Perspectives Financial Planning’s Mastercard MA Stock Holding History

Clear Perspectives Financial Planning’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	$54.5K	Hold	150	–	–	0.03%	69
2022 Q4	$52.2K	Hold	150	–	–	0.03%	77
2022 Q3	$43K	Hold	150	–	–	0.02%	87
2022 Q2	$47K	Hold	150	–	–	0.02%	92
2022 Q1	$54K	Hold	150	–	–	0.02%	91
2021 Q4	$54K	Hold	150	–	–	0.02%	99
2021 Q3	$52K	Hold	150	–	–	0.02%	92
2021 Q2	$55K	Hold	150	–	–	0.03%	95
2021 Q1	$53K	Hold	150	–	–	0.03%	85
2020 Q4	$54K	Buy	+150	New	+$49.9K	0.03%	83

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Clear Perspectives Financial Planning's MA Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Mastercard (MA) position steady in Q1 2023 at 150 shares worth $54.5K. The position accounts for 0.03% of the portfolio, ranked #69.

Clear Perspectives Financial Planning first reported a position in MA in Q4 2020 and has held it in 10 quarters since. The position peaked at $55K in Q2 2021. 2,730 funds tracked by Wall St. Rank hold MA as of Q1 2023.

Clear Perspectives Financial Planning held 150 shares of Mastercard worth $54.5K as of Q1 2023.
Clear Perspectives Financial Planning left its Mastercard share count unchanged in Q1 2023.
Mastercard made up 0.03% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #69 holding.
Clear Perspectives Financial Planning first reported a position in Mastercard in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Mastercard position peaked at $55K in Q2 2021.
2,730 funds tracked by Wall St. Rank held Mastercard as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.