Meredith Wealth Planning’s Mastercard MA Stock Holding History

Meredith Wealth Planning’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
2023 Q4	–	Sell	-616	Closed	-$244K	–	48
2023 Q3	$244K	Buy	+616	New	+$247K	0.18%	37
2023 Q2	–	Sell	-602	Closed	-$219K	–	55
2023 Q1	$219K	Sell	602 -34	-5%	-$12.3K	0.18%	56
2022 Q4	$221K	Buy	+636	New	+$209K	0.19%	55

Other funds holding MA

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Meredith Wealth Planning's MA Position: Q4 2023 in Review

Meredith Wealth Planning sold out of Mastercard (MA) in Q4 2023, closing a stake of 616 shares — an estimated $244K sold.

Meredith Wealth Planning first reported a position in MA in Q4 2022 and held it in 3 quarters. The position peaked at $244K in Q3 2023. 3,033 funds tracked by Wall St. Rank hold MA as of Q4 2023.

Meredith Wealth Planning reported no remaining Mastercard position as of Q4 2023 after selling out during the quarter.
Meredith Wealth Planning sold 616 Mastercard shares in Q4 2023, an estimated $244K.
Meredith Wealth Planning first reported a position in Mastercard in Q4 2022 and held it in 3 quarters.
Meredith Wealth Planning's Mastercard position peaked at $244K in Q3 2023.
3,033 funds tracked by Wall St. Rank held Mastercard as of Q4 2023.

Based on Meredith Wealth Planning's 13F filing for Q4 2023, filed 25 Jan 2024.