AWM
MASI

Abound Wealth Management’s Masimo MASI Stock Holding History

Abound Wealth Management’s Portfolio MASI Stock Details MASI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3
Closed -$400 – 1309
2024
Q3 		$400 Buy
+3
New +$348 ﹤0.01% 908

Other funds holding MASI

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
PCM
Politan Capital Management New York $985M AUM 3.12% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Abound Wealth Management's MASI Position: Q4 2024 in Review

Abound Wealth Management sold out of Masimo (MASI) in Q4 2024, closing a stake of 3 shares — an estimated $400 sold.

Abound Wealth Management first reported a position in MASI in Q3 2024 and held it in 1 quarter. The position peaked at $400 in Q3 2024. 365 funds tracked by Wall St. Rank hold MASI as of Q4 2024.

  • Abound Wealth Management reported no remaining Masimo position as of Q4 2024 after selling out during the quarter.
  • Abound Wealth Management sold 3 Masimo shares in Q4 2024, an estimated $400.
  • Abound Wealth Management first reported a position in Masimo in Q3 2024 and held it in 1 quarter.
  • Abound Wealth Management's Masimo position peaked at $400 in Q3 2024.
  • 365 funds tracked by Wall St. Rank held Masimo as of Q4 2024.

Based on Abound Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.