PCA Investment Advisory Services’s Mastercard MA Stock Holding History

PCA Investment Advisory Services’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	–	Sell	-348	Closed	-$137K	–	289
2023 Q2	$137K	Buy	+348	New	+$131K	0.08%	160

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

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

PCA Investment Advisory Services's MA Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of Mastercard (MA) in Q3 2023, closing a stake of 348 shares — an estimated $137K sold.

PCA Investment Advisory Services first reported a position in MA in Q2 2023 and held it in 1 quarter. The position peaked at $137K in Q2 2023. 2,816 funds tracked by Wall St. Rank hold MA as of Q3 2023.

PCA Investment Advisory Services reported no remaining Mastercard position as of Q3 2023 after selling out during the quarter.
PCA Investment Advisory Services sold 348 Mastercard shares in Q3 2023, an estimated $137K.
PCA Investment Advisory Services first reported a position in Mastercard in Q2 2023 and held it in 1 quarter.
PCA Investment Advisory Services's Mastercard position peaked at $137K in Q2 2023.
2,816 funds tracked by Wall St. Rank held Mastercard as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.