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Kiely Wealth Advisory Group’s Mastercard MA Stock Holding History

Kiely Wealth Advisory Group’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
2024
Q4 		$22.6K Hold
40
– – 0.01% 153
2024
Q3 		$21.2K Hold
40
– – 0.01% 159
2024
Q2 		$18.2K Hold
40
– – 0.01% 153
2024
Q1 		$18.3K Hold
40
– – 0.01% 140
2023
Q4 		$17.5K Buy
+40
New +$16.1K 0.01% 142

Other funds holding MA

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $33.7B AUM 8.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Kiely Wealth Advisory Group's MA Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Mastercard (MA) position steady in Q4 2024 at 40 shares worth $22.6K. The position accounts for 0.01% of the portfolio, ranked #153.

Kiely Wealth Advisory Group first reported a position in MA in Q4 2023 and has held it in 5 quarters since. 3,439 funds tracked by Wall St. Rank hold MA as of Q4 2024.

  • Kiely Wealth Advisory Group held 40 shares of Mastercard worth $22.6K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Mastercard share count unchanged in Q4 2024.
  • Mastercard made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #153 holding.
  • Kiely Wealth Advisory Group first reported a position in Mastercard in Q4 2023 and has held it in 5 quarters since.
  • 3,439 funds tracked by Wall St. Rank held Mastercard as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.