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Wetzel Investment Advisors’s Mastercard MA Stock Holding History

Wetzel Investment Advisors’s Portfolio MA Stock Details MA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-28
Closed -$13.5K – 573
2024
Q2 		$13.5K Sell
28
-284
-91% -$129K 0.01% 412
2024
Q1 		$142K Buy
312
+1
+0.3% +$457 0.08% 147
2023
Q4 		$133K Buy
+311
New +$125K 0.08% 149

Other funds holding MA

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wetzel Investment Advisors's MA Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Mastercard (MA) in Q3 2024, closing a stake of 28 shares — an estimated $13.5K sold.

Wetzel Investment Advisors first reported a position in MA in Q4 2023 and held it in 3 quarters. The position peaked at $142K in Q1 2024. 3,136 funds tracked by Wall St. Rank hold MA as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Mastercard position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 28 Mastercard shares in Q3 2024, an estimated $13.5K.
  • Wetzel Investment Advisors first reported a position in Mastercard in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Mastercard position peaked at $142K in Q1 2024.
  • 3,136 funds tracked by Wall St. Rank held Mastercard as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.