Peterson Wealth Advisors’s Mastercard MA Stock Holding History

Peterson Wealth 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
2023 Q2	–	Sell	-625	Closed	-$227K	–	66
2023 Q1	$227K	Buy	625 +12	+2%	+$4.36K	0.06%	60
2022 Q4	$213K	Buy	+613	New	+$202K	0.06%	62
2022 Q2	–	Sell	-581	Closed	-$208K	–	61
2022 Q1	$208K	Hold	581	–	–	0.06%	55
2021 Q4	$209K	Buy	+581	New	+$201K	0.06%	58
2020 Q4	–	Sell	-691	Closed	-$234K	–	49
2020 Q3	$234K	Buy	691 +5	+0.7%	+$1.63K	0.12%	45
2020 Q2	$203K	Sell	686 -166	-19%	-$46.8K	0.11%	44
2020 Q1	$206K	Buy	852 +1	+0.1%	+$297	0.13%	50
2019 Q4	$254K	Buy	851 +1	+0.1%	+$282	0.15%	37
2019 Q3	$231K	Buy	850 +1	+0.1%	+$276	0.14%	39
2019 Q2	$225K	Buy	+849	New	+$212K	0.14%	40

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

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

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

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

Peterson Wealth Advisors's MA Position: Q2 2023 in Review

Peterson Wealth Advisors sold out of Mastercard (MA) in Q2 2023, closing a stake of 625 shares — an estimated $227K sold.

Peterson Wealth Advisors first reported a position in MA in Q2 2019 and held it in 10 quarters. The position peaked at $254K in Q4 2019. 2,783 funds tracked by Wall St. Rank hold MA as of Q2 2023.

Peterson Wealth Advisors reported no remaining Mastercard position as of Q2 2023 after selling out during the quarter.
Peterson Wealth Advisors sold 625 Mastercard shares in Q2 2023, an estimated $227K.
Peterson Wealth Advisors first reported a position in Mastercard in Q2 2019 and held it in 10 quarters.
Peterson Wealth Advisors's Mastercard position peaked at $254K in Q4 2019.
2,783 funds tracked by Wall St. Rank held Mastercard as of Q2 2023.

Based on Peterson Wealth Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.