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MPS Loria Financial Planners’s Mastercard MA Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-105
Closed -$37K – 382
2021
Q1 		$37K Hold
105
– – 0.02% 188
2020
Q4 		$37K Sell
105
-217
-67% -$72.2K 0.02% 184
2020
Q3 		$109K Hold
322
– – 0.06% 102
2020
Q2 		$95K Buy
+322
New +$90.8K 0.05% 108
2017
Q3 		– Sell
-322
Closed -$42K – 232
2017
Q2 		$42K Buy
+322
New +$38.2K 0.03% 163

Other funds holding MA

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MPS Loria Financial Planners's MA Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Mastercard (MA) in Q2 2021, closing a stake of 105 shares — an estimated $37K sold.

MPS Loria Financial Planners first reported a position in MA in Q2 2017 and held it in 5 quarters. The position peaked at $109K in Q3 2020. 2,485 funds tracked by Wall St. Rank hold MA as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Mastercard position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 105 Mastercard shares in Q2 2021, an estimated $37K.
  • MPS Loria Financial Planners first reported a position in Mastercard in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Mastercard position peaked at $109K in Q3 2020.
  • 2,485 funds tracked by Wall St. Rank held Mastercard as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.