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Clearview Wealth Advisors’s Mastercard MA Stock Holding History

Clearview 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
2023
Q3 		– Sell
-80
Closed -$31.5K – 406
2023
Q2 		$31.5K Hold
80
– – 0.03% 224
2023
Q1 		$29.1K Buy
80
+1
+1% +$363 0.03% 234
2022
Q4 		$27.5K Sell
79
-16
-17% -$5.27K 0.02% 210
2022
Q3 		$27K Sell
95
-41
-30% -$13.6K 0.02% 219
2022
Q2 		$43K Sell
136
-10
-7% -$3.44K 0.03% 199
2022
Q1 		$52K Sell
146
-112
-43% -$40.3K 0.03% 192
2021
Q4 		$93K Buy
258
+30
+13% +$10.4K 0.06% 161
2021
Q3 		$79K Hold
228
– – 0.05% 186
2021
Q2 		$83K Sell
228
-28
-11% -$10.4K 0.05% 185
2021
Q1 		$91K Buy
256
+21
+9% +$7.33K 0.06% 165
2020
Q4 		$84K Buy
+235
New +$78.2K 0.06% 153

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Clearview Wealth Advisors's MA Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Mastercard (MA) in Q3 2023, closing a stake of 80 shares — an estimated $31.5K sold.

Clearview Wealth Advisors first reported a position in MA in Q4 2020 and held it in 11 quarters. The position peaked at $93K in Q4 2021. 2,815 funds tracked by Wall St. Rank hold MA as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Mastercard position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 80 Mastercard shares in Q3 2023, an estimated $31.5K.
  • Clearview Wealth Advisors first reported a position in Mastercard in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Mastercard position peaked at $93K in Q4 2021.
  • 2,815 funds tracked by Wall St. Rank held Mastercard as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.