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Freedman Financial Associates’s Mastercard MA Stock Holding History

Freedman Financial Associates’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
2022
Q2 		– Sell
-411
Closed -$151K – 245
2022
Q1 		$151K Hold
411
– – 0.1% 94
2021
Q4 		$148K Buy
411
+313
+319% +$108K 0.1% 93
2021
Q3 		$34K Buy
98
+13
+15% +$4.73K 0.02% 240
2021
Q2 		$31K Sell
85
-15
-15% -$5.58K 0.02% 251
2021
Q1 		$35K Hold
100
– – 0.03% 237
2020
Q4 		$36K Buy
+100
New +$33.3K 0.03% 226

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Freedman Financial Associates's MA Position: Q2 2022 in Review

Freedman Financial Associates sold out of Mastercard (MA) in Q2 2022, closing a stake of 411 shares — an estimated $151K sold.

Freedman Financial Associates first reported a position in MA in Q4 2020 and held it in 6 quarters. The position peaked at $151K in Q1 2022. 2,589 funds tracked by Wall St. Rank hold MA as of Q2 2022.

  • Freedman Financial Associates reported no remaining Mastercard position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 411 Mastercard shares in Q2 2022, an estimated $151K.
  • Freedman Financial Associates first reported a position in Mastercard in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Mastercard position peaked at $151K in Q1 2022.
  • 2,589 funds tracked by Wall St. Rank held Mastercard as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.