Retirement Solution’s Mastercard MA Stock Holding History

Retirement Solution’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	-441	Closed	-$218K	–	58
2024 Q3	$218K	Buy	+441	New	+$205K	0.05%	49

Other funds holding MA

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Retirement Solution's MA Position: Q4 2024 in Review

Retirement Solution sold out of Mastercard (MA) in Q4 2024, closing a stake of 441 shares — an estimated $218K sold.

Retirement Solution first reported a position in MA in Q3 2024 and held it in 1 quarter. The position peaked at $218K in Q3 2024. 3,440 funds tracked by Wall St. Rank hold MA as of Q4 2024.

Retirement Solution reported no remaining Mastercard position as of Q4 2024 after selling out during the quarter.
Retirement Solution sold 441 Mastercard shares in Q4 2024, an estimated $218K.
Retirement Solution first reported a position in Mastercard in Q3 2024 and held it in 1 quarter.
Retirement Solution's Mastercard position peaked at $218K in Q3 2024.
3,440 funds tracked by Wall St. Rank held Mastercard as of Q4 2024.

Based on Retirement Solution's 13F filing for Q4 2024, filed 7 Feb 2025.