JWA
MQ icon

JFS Wealth Advisors’s Marqeta MQ Stock Holding History

JFS Wealth Advisors’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
2026
Q2 		$768 Sell
47
-1
-2% -$16 ﹤0.01% 1871
2026
Q1 		$780 Buy
48
+22
+85% +$371 ﹤0.01% 1709
2025
Q4 		$494 Sell
26
-7
-21% -$134 ﹤0.01% 1804
2025
Q3 		$703 Buy
33
+17
+106% +$403 ﹤0.01% 1692
2025
Q2 		$379 Buy
16
+14
+700% +$266 ﹤0.01% 1737
2025
Q1 		$33 Hold
2
– – ﹤0.01% 1912
2024
Q4 		$31 Sell
2
-23
-92% -$404 ﹤0.01% 1921
2024
Q3 		$488 Buy
25
+1
+4% +$21 ﹤0.01% 1799
2024
Q2 		$532 Buy
24
+17
+243% +$374 ﹤0.01% 1794
2024
Q1 		$161 Hold
7
– – ﹤0.01% 1908
2023
Q4 		$189 Buy
7
+4
+133% +$96 ﹤0.01% 1911
2023
Q3 		$60 Buy
3
+1
+50% +$23 ﹤0.01% 1926
2023
Q2 		$35 Buy
+2
New +$36 ﹤0.01% 1959
2023
Q1 		– Sell
-2
Closed -$45 – 1952
2022
Q4 		$43 Buy
+2
New +$55 ﹤0.01% 1929

Other funds holding MQ

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CA
Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return