MAP
MA icon

Milestone Advisory Partners’s Mastercard MA Stock Holding History

Milestone Advisory Partners’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
Q3 		$499K Hold
1,260
– – 0.41% 38
2023
Q2 		$496K Hold
1,260
– – 0.45% 37
2023
Q1 		$458K Hold
1,260
– – 0.42% 41
2022
Q4 		$438K Hold
1,260
– – 0.33% 44
2022
Q3 		$358K Hold
1,260
– – 0.27% 45
2022
Q2 		$401K Hold
1,260
– – 0.32% 44
2022
Q1 		$450K Buy
+1,260
New +$453K 0.24% 49

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Milestone Advisory Partners's MA Position: Q3 2023 in Review

Milestone Advisory Partners held its Mastercard (MA) position steady in Q3 2023 at 1,260 shares worth $499K. The position accounts for 0.41% of the portfolio, ranked #38.

Milestone Advisory Partners first reported a position in MA in Q1 2022 and has held it in 7 quarters since. 2,815 funds tracked by Wall St. Rank hold MA as of Q3 2023.

  • Milestone Advisory Partners held 1,260 shares of Mastercard worth $499K as of Q3 2023.
  • Milestone Advisory Partners left its Mastercard share count unchanged in Q3 2023.
  • Mastercard made up 0.41% of Milestone Advisory Partners's portfolio in Q3 2023, its #38 holding.
  • Milestone Advisory Partners first reported a position in Mastercard in Q1 2022 and has held it in 7 quarters since.
  • 2,815 funds tracked by Wall St. Rank held Mastercard as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.