MilWealth Group’s Mastercard MA Stock Holding History

MilWealth 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
2022 Q1	–	Sell	-3	Closed	-$1.08K	–	126
2021 Q4	$1.08K	Hold	3	–	–	﹤0.01%	150
2021 Q3	$1.04K	Buy	+3	New	+$1.09K	﹤0.01%	162

Other funds holding MA

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

MilWealth Group's MA Position: Q1 2022 in Review

MilWealth Group sold out of Mastercard (MA) in Q1 2022, closing a stake of 3 shares — an estimated $1.08K sold.

MilWealth Group first reported a position in MA in Q3 2021 and held it in 2 quarters. The position peaked at $1.08K in Q4 2021. 2,618 funds tracked by Wall St. Rank hold MA as of Q1 2022.

MilWealth Group reported no remaining Mastercard position as of Q1 2022 after selling out during the quarter.
MilWealth Group sold 3 Mastercard shares in Q1 2022, an estimated $1.08K.
MilWealth Group first reported a position in Mastercard in Q3 2021 and held it in 2 quarters.
MilWealth Group's Mastercard position peaked at $1.08K in Q4 2021.
2,618 funds tracked by Wall St. Rank held Mastercard as of Q1 2022.

Based on MilWealth Group's 13F filing for Q1 2022, filed 9 May 2023.