Seven Springs Wealth Group’s Mastercard MA Stock Holding History

Seven Springs Wealth Group’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 Q4	–	Sell	-944	Closed	-$328K	–	72
2021 Q3	$328K	Hold	944	–	–	0.16%	55
2021 Q2	$345K	Buy	+944	New	+$351K	0.15%	56
2021 Q1	–	Sell	-17	Closed	-$6K	–	199
2020 Q4	$6K	Buy	+17	New	+$5.66K	﹤0.01%	127

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Seven Springs Wealth Group's MA Position: Q4 2021 in Review

Seven Springs Wealth Group sold out of Mastercard (MA) in Q4 2021, closing a stake of 944 shares — an estimated $328K sold.

Seven Springs Wealth Group first reported a position in MA in Q4 2020 and held it in 3 quarters. The position peaked at $345K in Q2 2021. 2,641 funds tracked by Wall St. Rank hold MA as of Q4 2021.

Seven Springs Wealth Group reported no remaining Mastercard position as of Q4 2021 after selling out during the quarter.
Seven Springs Wealth Group sold 944 Mastercard shares in Q4 2021, an estimated $328K.
Seven Springs Wealth Group first reported a position in Mastercard in Q4 2020 and held it in 3 quarters.
Seven Springs Wealth Group's Mastercard position peaked at $345K in Q2 2021.
2,641 funds tracked by Wall St. Rank held Mastercard as of Q4 2021.

Based on Seven Springs Wealth Group's 13F filing for Q4 2021, filed 4 Feb 2022.