ForthRight Wealth Management’s Mastercard MA Stock Holding History

ForthRight Wealth Management’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
2021 Q1	–	Sell	-88	Closed	-$31K	–	124
2020 Q4	$31K	Buy	+88	New	+$29.3K	0.02%	84

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ForthRight Wealth Management's MA Position: Q1 2021 in Review

ForthRight Wealth Management sold out of Mastercard (MA) in Q1 2021, closing a stake of 88 shares — an estimated $31K sold.

ForthRight Wealth Management first reported a position in MA in Q4 2020 and held it in 1 quarter. The position peaked at $31K in Q4 2020. 2,477 funds tracked by Wall St. Rank hold MA as of Q1 2021.

ForthRight Wealth Management reported no remaining Mastercard position as of Q1 2021 after selling out during the quarter.
ForthRight Wealth Management sold 88 Mastercard shares in Q1 2021, an estimated $31K.
ForthRight Wealth Management first reported a position in Mastercard in Q4 2020 and held it in 1 quarter.
ForthRight Wealth Management's Mastercard position peaked at $31K in Q4 2020.
2,477 funds tracked by Wall St. Rank held Mastercard as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.