Transform Wealth’s Marqeta MQ Stock Holding History

Transform Wealth’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
2022 Q2	–	Sell	-19,407	Closed	-$857K	–	213
2022 Q1	$857K	Hold	19,407	–	–	0.1%	121
2021 Q4	$1.33M	Buy	+19,407	New	+$1.74M	0.14%	99

Other funds holding MQ

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

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

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

HCM

HMI Capital Management San Francisco, California $754M AUM 23.78% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Visa Inc San Francisco, California $89.1M AUM 1.85% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

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

Industry Ventures San Francisco, California $43.2M AUM 36.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Transform Wealth's MQ Position: Q2 2022 in Review

Transform Wealth sold out of Marqeta (MQ) in Q2 2022, closing a stake of 19,407 shares — an estimated $857K sold.

Transform Wealth first reported a position in MQ in Q4 2021 and held it in 2 quarters. The position peaked at $1.33M in Q4 2021. 272 funds tracked by Wall St. Rank hold MQ as of Q2 2022.

Transform Wealth reported no remaining Marqeta position as of Q2 2022 after selling out during the quarter.
Transform Wealth sold 19,407 Marqeta shares in Q2 2022, an estimated $857K.
Transform Wealth first reported a position in Marqeta in Q4 2021 and held it in 2 quarters.
Transform Wealth's Marqeta position peaked at $1.33M in Q4 2021.
272 funds tracked by Wall St. Rank held Marqeta as of Q2 2022.

Based on Transform Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.