Focused Wealth Management’s Marqeta MQ Stock Holding History

Focused 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 Q1	–	Sell	-1,500	Closed	-$3K	–	1056
2021 Q4	$3K	Buy	+1,500	New	+$134K	﹤0.01%	760

Other funds holding MQ

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return

Focused Wealth Management's MQ Position: Q3 2023 in Review

Focused Wealth Management sold out of Marqeta (MQ) in Q3 2023, closing a stake of 38 shares — an estimated $731 sold.

Focused Wealth Management first reported a position in MQ in Q4 2021 and held it in 7 quarters. The position peaked at $57K in Q1 2022. 240 funds tracked by Wall St. Rank hold MQ as of Q3 2023.

Focused Wealth Management reported no remaining Marqeta position as of Q3 2023 after selling out during the quarter.
Focused Wealth Management sold 38 Marqeta shares in Q3 2023, an estimated $731.
Focused Wealth Management first reported a position in Marqeta in Q4 2021 and held it in 7 quarters.
Focused Wealth Management's Marqeta position peaked at $57K in Q1 2022.
240 funds tracked by Wall St. Rank held Marqeta as of Q3 2023.

Based on Focused Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.