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Insight Wealth Strategies’s Mastercard MA Stock Holding History

Insight Wealth Strategies’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
Q4 		– Sell
-4,655
Closed -$1.47M – 143
2022
Q3 		$1.47M Hold
4,655
– – 0.27% 57
2022
Q2 		$1.47M Sell
4,655
-218
-4% -$75.1K 0.27% 57
2022
Q1 		$1.74M Buy
4,873
+176
+4% +$63.3K 0.26% 62
2021
Q4 		$1.69M Buy
4,697
+270
+6% +$93.4K 0.24% 62
2021
Q3 		$1.54M Buy
4,427
+136
+3% +$49.5K 0.22% 68
2021
Q2 		$1.57M Sell
4,291
-1,444
-25% -$537K 0.22% 62
2021
Q1 		$2.04M Buy
5,735
+798
+16% +$278K 0.27% 51
2020
Q4 		$1.76M Buy
4,937
+264
+6% +$87.8K 0.3% 44
2020
Q3 		$1.58M Buy
4,673
+1,371
+42% +$446K 0.29% 40
2020
Q2 		$976K Buy
3,302
+1,135
+52% +$320K 0.22% 48
2020
Q1 		$523K Sell
2,167
-4,232
-66% -$1.26M 0.14% 73
2019
Q4 		$1.91M Buy
6,399
+2
+0% +$564 0.4% 49
2019
Q3 		$1.74M Buy
6,397
+587
+10% +$162K 0.41% 49
2019
Q2 		$1.54M Buy
5,810
+1,082
+23% +$271K 0.38% 49
2019
Q1 		$1.11M Sell
4,728
-4,066
-46% -$875K 0.31% 56
2018
Q4 		$1.66M Buy
+8,794
New +$1.75M 0.51% 30

Other funds holding MA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Insight Wealth Strategies's MA Position: Q4 2022 in Review

Insight Wealth Strategies sold out of Mastercard (MA) in Q4 2022, closing a stake of 4,655 shares — an estimated $1.47M sold.

Insight Wealth Strategies first reported a position in MA in Q4 2018 and held it in 16 quarters. The position peaked at $2.04M in Q1 2021. 2,706 funds tracked by Wall St. Rank hold MA as of Q4 2022.

  • Insight Wealth Strategies reported no remaining Mastercard position as of Q4 2022 after selling out during the quarter.
  • Insight Wealth Strategies sold 4,655 Mastercard shares in Q4 2022, an estimated $1.47M.
  • Insight Wealth Strategies first reported a position in Mastercard in Q4 2018 and held it in 16 quarters.
  • Insight Wealth Strategies's Mastercard position peaked at $2.04M in Q1 2021.
  • 2,706 funds tracked by Wall St. Rank held Mastercard as of Q4 2022.

Based on Insight Wealth Strategies's 13F filing for Q4 2022, filed 6 Jan 2023.