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TrinityPoint Wealth’s Marqeta MQ Stock Holding History

TrinityPoint 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
2021
Q4 		– Sell
-20,418
Closed -$1.81M – 315
2021
Q3 		$1.81M Buy
20,418
+3,627
+22% +$388K 0.35% 73
2021
Q2 		$1.89M Buy
+16,791
New +$2M 0.39% 68

Other funds holding MQ

IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
VI
Visa Inc San Francisco, California $89.1M AUM 1.85% 1-Year Est. Return
VP
Vitruvian Partners London, United Kingdom $112M AUM 2.02% 1-Year Est. Return
IV
Industry Ventures San Francisco, California $43.2M AUM 36.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

TrinityPoint Wealth's MQ Position: Q4 2021 in Review

TrinityPoint Wealth sold out of Marqeta (MQ) in Q4 2021, closing a stake of 20,418 shares — an estimated $1.81M sold.

TrinityPoint Wealth first reported a position in MQ in Q2 2021 and held it in 2 quarters. The position peaked at $1.89M in Q2 2021. 221 funds tracked by Wall St. Rank hold MQ as of Q4 2021.

  • TrinityPoint Wealth reported no remaining Marqeta position as of Q4 2021 after selling out during the quarter.
  • TrinityPoint Wealth sold 20,418 Marqeta shares in Q4 2021, an estimated $1.81M.
  • TrinityPoint Wealth first reported a position in Marqeta in Q2 2021 and held it in 2 quarters.
  • TrinityPoint Wealth's Marqeta position peaked at $1.89M in Q2 2021.
  • 221 funds tracked by Wall St. Rank held Marqeta as of Q4 2021.

Based on TrinityPoint Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.