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Personal Wealth Partners’s Mastercard MA Stock Holding History

Personal Wealth 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
2021
Q3 		– Sell
-12
Closed -$4K – 261
2021
Q2 		$4K Buy
+12
New +$4.46K ﹤0.01% 336
2020
Q1 		– Sell
-12
Closed -$4K – 371
2019
Q4 		$4K Hold
12
– – ﹤0.01% 287
2019
Q3 		$3K Buy
+12
New +$3.31K ﹤0.01% 323

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Personal Wealth Partners's MA Position: Q3 2021 in Review

Personal Wealth Partners sold out of Mastercard (MA) in Q3 2021, closing a stake of 12 shares — an estimated $4K sold.

Personal Wealth Partners first reported a position in MA in Q3 2019 and held it in 3 quarters. The position peaked at $4K in Q2 2021. 2,445 funds tracked by Wall St. Rank hold MA as of Q3 2021.

  • Personal Wealth Partners reported no remaining Mastercard position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 12 Mastercard shares in Q3 2021, an estimated $4K.
  • Personal Wealth Partners first reported a position in Mastercard in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Mastercard position peaked at $4K in Q2 2021.
  • 2,445 funds tracked by Wall St. Rank held Mastercard as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.