TFO Wealth Partners’s Marqeta MQ Stock Holding History

TFO Wealth Partners’s Portfolio MQ Stock Details MQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-15	Closed	-$426	–	879
2023 Q4	$426	Hold	15	–	–	﹤0.01%	382
2023 Q3	$297	Buy	+15	New	+$340	﹤0.01%	658

Other funds holding MQ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vitruvian Partners London, United Kingdom $112M AUM 2.02% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TFO Wealth Partners's MQ Position: Q1 2024 in Review

TFO Wealth Partners sold out of Marqeta (MQ) in Q1 2024, closing a stake of 15 shares — an estimated $426 sold.

TFO Wealth Partners first reported a position in MQ in Q3 2023 and held it in 2 quarters. The position peaked at $426 in Q4 2023. 279 funds tracked by Wall St. Rank hold MQ as of Q1 2024.

TFO Wealth Partners reported no remaining Marqeta position as of Q1 2024 after selling out during the quarter.
TFO Wealth Partners sold 15 Marqeta shares in Q1 2024, an estimated $426.
TFO Wealth Partners first reported a position in Marqeta in Q3 2023 and held it in 2 quarters.
TFO Wealth Partners's Marqeta position peaked at $426 in Q4 2023.
279 funds tracked by Wall St. Rank held Marqeta as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.