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United Capital Financial Advisors’s Marqeta MQ Stock Holding History

United Capital Financial Advisors’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
Q2 		– Sell
-2,951
Closed -$70.4K – 1080
2024
Q1 		$70.4K Sell
2,951
-824
-22% -$20.4K ﹤0.01% 1059
2023
Q4 		$105K Buy
+3,775
New +$90.4K ﹤0.01% 1033
2023
Q1 		– Sell
-3,538
Closed -$86.5K – 1030
2022
Q4 		$86.5K Buy
3,538
+62
+2% +$1.69K ﹤0.01% 1011
2022
Q3 		$99K Sell
3,476
-69
-2% -$2.3K ﹤0.01% 1054
2022
Q2 		$115K Buy
3,545
+512
+17% +$20.1K ﹤0.01% 1083
2022
Q1 		$134K Buy
3,033
+11
+0.4% +$511 ﹤0.01% 1125
2021
Q4 		$208K Buy
+3,022
New +$270K ﹤0.01% 1143

Other funds holding MQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VF
Visa Foundation San Francisco, California $132M AUM 14.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VP
Vitruvian Partners London, United Kingdom $112M AUM 2.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

United Capital Financial Advisors's MQ Position: Q2 2024 in Review

United Capital Financial Advisors sold out of Marqeta (MQ) in Q2 2024, closing a stake of 2,951 shares — an estimated $70.4K sold.

United Capital Financial Advisors first reported a position in MQ in Q4 2021 and held it in 7 quarters. The position peaked at $208K in Q4 2021. 267 funds tracked by Wall St. Rank hold MQ as of Q2 2024.

  • United Capital Financial Advisors reported no remaining Marqeta position as of Q2 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 2,951 Marqeta shares in Q2 2024, an estimated $70.4K.
  • United Capital Financial Advisors first reported a position in Marqeta in Q4 2021 and held it in 7 quarters.
  • United Capital Financial Advisors's Marqeta position peaked at $208K in Q4 2021.
  • 267 funds tracked by Wall St. Rank held Marqeta as of Q2 2024.

Based on United Capital Financial Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.