Adams Wealth Management’s Marsh MRSH Stock Holding History

Adams Wealth Management’s Portfolio MRSH Stock Details MRSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-38	Closed	-$4K	–	230
2020 Q3	$4K	Buy	+38	New	+$4.35K	﹤0.01%	245

Other funds holding MRSH

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

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

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Adams Wealth Management's MRSH Position: Q4 2020 in Review

Adams Wealth Management sold out of Marsh (MRSH) in Q4 2020, closing a stake of 38 shares — an estimated $4K sold.

Adams Wealth Management first reported a position in MRSH in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 975 funds tracked by Wall St. Rank hold MRSH as of Q4 2020.

Adams Wealth Management reported no remaining Marsh position as of Q4 2020 after selling out during the quarter.
Adams Wealth Management sold 38 Marsh shares in Q4 2020, an estimated $4K.
Adams Wealth Management first reported a position in Marsh in Q3 2020 and held it in 1 quarter.
Adams Wealth Management's Marsh position peaked at $4K in Q3 2020.
975 funds tracked by Wall St. Rank held Marsh as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.