Riverpoint Wealth Management Holdings’s Mastercard MA Stock Holding History

Riverpoint Wealth Management Holdings’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 Q1	–	Sell	-231	Closed	-$80.3K	–	87
2022 Q4	$80.3K	Buy	+231	New	+$76K	0.03%	57
2021 Q1	–	Sell	-825	Closed	-$294K	–	81
2020 Q4	$294K	Sell	825 -14	-2%	-$4.66K	0.09%	70
2020 Q3	$284K	Buy	839 +1	+0.1%	+$325	0.1%	66
2020 Q2	$248K	Buy	838 +1	+0.1%	+$282	0.1%	66
2020 Q1	$202K	Sell	837 -66	-7%	-$19.6K	0.1%	65
2019 Q4	$270K	Buy	903 +1	+0.1%	+$282	0.11%	65
2019 Q3	$245K	Sell	902 -36	-4%	-$9.92K	0.11%	61
2019 Q2	$248K	Sell	938 -80	-8%	-$20K	0.11%	59
2019 Q1	$240K	Buy	+1,018	New	+$219K	0.12%	57
2018 Q4	–	Sell	-1,090	Closed	-$242K	–	68
2018 Q3	$242K	Buy	1,090 +43	+4%	+$8.97K	0.12%	60
2018 Q2	$206K	Buy	+1,047	New	+$197K	0.11%	55

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

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

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

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

Riverpoint Wealth Management Holdings's MA Position: Q1 2023 in Review

Riverpoint Wealth Management Holdings sold out of Mastercard (MA) in Q1 2023, closing a stake of 231 shares — an estimated $80.3K sold.

Riverpoint Wealth Management Holdings first reported a position in MA in Q2 2018 and held it in 11 quarters. The position peaked at $294K in Q4 2020. 2,730 funds tracked by Wall St. Rank hold MA as of Q1 2023.

Riverpoint Wealth Management Holdings reported no remaining Mastercard position as of Q1 2023 after selling out during the quarter.
Riverpoint Wealth Management Holdings sold 231 Mastercard shares in Q1 2023, an estimated $80.3K.
Riverpoint Wealth Management Holdings first reported a position in Mastercard in Q2 2018 and held it in 11 quarters.
Riverpoint Wealth Management Holdings's Mastercard position peaked at $294K in Q4 2020.
2,730 funds tracked by Wall St. Rank held Mastercard as of Q1 2023.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q1 2023, filed 8 May 2023.