FirstPurpose Wealth’s Marqeta MQ Stock Holding History

FirstPurpose Wealth’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 Q1	–	Sell	-2,500	Closed	-$172K	–	152
2021 Q4	$172K	Buy	+2,500	New	+$224K	0.11%	138

Other funds holding MQ

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

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Visa Inc San Francisco, California $89.1M AUM 1.85% 1-Year Est. Return

Vitruvian Partners London, United Kingdom $112M AUM 2.02% 1-Year Est. Return

Industry Ventures San Francisco, California $43.2M AUM 36.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

FirstPurpose Wealth's MQ Position: Q1 2022 in Review

FirstPurpose Wealth sold out of Marqeta (MQ) in Q1 2022, closing a stake of 2,500 shares — an estimated $172K sold.

FirstPurpose Wealth first reported a position in MQ in Q4 2021 and held it in 1 quarter. The position peaked at $172K in Q4 2021. 249 funds tracked by Wall St. Rank hold MQ as of Q1 2022.

FirstPurpose Wealth reported no remaining Marqeta position as of Q1 2022 after selling out during the quarter.
FirstPurpose Wealth sold 2,500 Marqeta shares in Q1 2022, an estimated $172K.
FirstPurpose Wealth first reported a position in Marqeta in Q4 2021 and held it in 1 quarter.
FirstPurpose Wealth's Marqeta position peaked at $172K in Q4 2021.
249 funds tracked by Wall St. Rank held Marqeta as of Q1 2022.

Based on FirstPurpose Wealth's 13F filing for Q1 2022, filed 18 Apr 2022.