Hoover Financial Advisors’s Mastercard MA Stock Holding History

Hoover Financial 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
2021 Q2	$269K	Buy	736 +23	+3%	+$8.55K	0.05%	109
2021 Q1	$262K	Hold	713	–	–	0.05%	100
2020 Q4	$233K	Buy	713 +15	+2%	+$4.99K	0.06%	98
2020 Q3	$236K	Buy	698 +192	+38%	+$62.4K	0.08%	88
2020 Q2	$150K	Buy	+506	New	+$143K	0.06%	111

Other funds holding MA

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Hoover Financial Advisors's MA Position: Q2 2021 in Review

Hoover Financial Advisors increased its Mastercard (MA) stake by 3.2% in Q2 2021, buying an estimated $8.55K and bringing the position to 736 shares worth $269K. The position accounts for 0.05% of the portfolio, ranked #109.

Hoover Financial Advisors first reported a position in MA in Q2 2020 and has held it in 5 quarters since. 2,485 funds tracked by Wall St. Rank hold MA as of Q2 2021.

Hoover Financial Advisors held 736 shares of Mastercard worth $269K as of Q2 2021.
Hoover Financial Advisors bought 23 Mastercard shares in Q2 2021, an estimated $8.55K.
Mastercard made up 0.05% of Hoover Financial Advisors's portfolio in Q2 2021, its #109 holding.
Hoover Financial Advisors first reported a position in Mastercard in Q2 2020 and has held it in 5 quarters since.
2,485 funds tracked by Wall St. Rank held Mastercard as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.