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Northwest Financial Advisors’s Mastercard MA Stock Holding History

Northwest Financial Advisors’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 		– Sell
-18
Closed -$8.89K – 359
2024
Q3 		$8.89K Buy
+18
New +$8.37K 0.01% 404
2024
Q1 		– Sell
-18
Closed -$7.68K – 337
2023
Q4 		$7.68K Buy
+18
New +$7.23K 0.01% 404

Other funds holding MA

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 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

Northwest Financial Advisors's MA Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Mastercard (MA) in Q4 2024, closing a stake of 18 shares — an estimated $8.89K sold.

Northwest Financial Advisors first reported a position in MA in Q4 2023 and held it in 2 quarters. The position peaked at $8.89K in Q3 2024. 3,440 funds tracked by Wall St. Rank hold MA as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Mastercard position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 18 Mastercard shares in Q4 2024, an estimated $8.89K.
  • Northwest Financial Advisors first reported a position in Mastercard in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Mastercard position peaked at $8.89K in Q3 2024.
  • 3,440 funds tracked by Wall St. Rank held Mastercard as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.