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Western Wealth Management’s Marqeta MQ Stock Holding History

Western Wealth Management’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
Q4 		– Sell
-2,831
Closed -$78K – 731
2022
Q3 		$78K Hold
2,831
– – ﹤0.01% 786
2022
Q2 		$92K Buy
+2,831
New +$111K 0.01% 766

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BlackRock
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Western Wealth Management's MQ Position: Q4 2022 in Review

Western Wealth Management sold out of Marqeta (MQ) in Q4 2022, closing a stake of 2,831 shares — an estimated $78K sold.

Western Wealth Management first reported a position in MQ in Q2 2022 and held it in 2 quarters. The position peaked at $92K in Q2 2022. 278 funds tracked by Wall St. Rank hold MQ as of Q4 2022.

  • Western Wealth Management reported no remaining Marqeta position as of Q4 2022 after selling out during the quarter.
  • Western Wealth Management sold 2,831 Marqeta shares in Q4 2022, an estimated $78K.
  • Western Wealth Management first reported a position in Marqeta in Q2 2022 and held it in 2 quarters.
  • Western Wealth Management's Marqeta position peaked at $92K in Q2 2022.
  • 278 funds tracked by Wall St. Rank held Marqeta as of Q4 2022.

Based on Western Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.