Wipfli Financial Advisors’s Mastercard MA Stock Holding History

Wipfli Financial 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
2022 Q3	$2.74M	Buy	+9,642	New	+$3.2M	0.19%	53

Other funds holding MA

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wipfli Financial Advisors's MA Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Mastercard (MA) in Q3 2022: 9,642 shares worth $2.74M. The stake represents 0.19% of the portfolio and ranks #53 among its holdings.

2,551 funds tracked by Wall St. Rank hold MA as of Q3 2022.

Wipfli Financial Advisors held 9,642 shares of Mastercard worth $2.74M as of Q3 2022.
Mastercard was a new Wipfli Financial Advisors position in Q3 2022.
Mastercard made up 0.19% of Wipfli Financial Advisors's portfolio in Q3 2022, its #53 holding.
2,551 funds tracked by Wall St. Rank held Mastercard as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.