Advocacy Wealth Management Services’s Marsh MRSH Stock Holding History

Advocacy Wealth Management Services’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
2022 Q2	–	Sell	-12	Closed	-$2K	–	175
2022 Q1	$2K	Hold	12	–	–	﹤0.01%	150
2021 Q4	$2K	Hold	12	–	–	﹤0.01%	149
2021 Q3	$2K	Hold	12	–	–	﹤0.01%	145
2021 Q2	$2K	Buy	+12	New	+$1.61K	﹤0.01%	162
2019 Q2	–	Sell	-222	Closed	-$21K	–	175
2019 Q1	$21K	Sell	222 -106	-32%	-$9.38K	0.02%	79
2018 Q4	$26K	Hold	328	–	–	0.02%	68
2018 Q3	$27K	Buy	328 +62	+23%	+$5.25K	0.02%	72
2018 Q2	$22K	Buy	266 +160	+151%	+$13.1K	0.01%	78
2018 Q1	$9K	Hold	106	–	–	0.01%	150
2017 Q4	$9K	Hold	106	–	–	0.01%	167
2017 Q3	$9K	Hold	106	–	–	﹤0.01%	206
2017 Q2	$8K	Hold	106	–	–	﹤0.01%	206
2017 Q1	$8K	Hold	106	–	–	﹤0.01%	230
2016 Q4	$7K	Hold	106	–	–	﹤0.01%	232
2016 Q3	$7K	Hold	106	–	–	﹤0.01%	292
2016 Q2	$7K	Sell	106 -785	-88%	-$50.4K	﹤0.01%	321
2016 Q1	$54K	Buy	+891	New	+$49.9K	0.04%	175

Other funds holding MRSH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Advocacy Wealth Management Services's MRSH Position: Q2 2022 in Review

Advocacy Wealth Management Services sold out of Marsh (MRSH) in Q2 2022, closing a stake of 12 shares — an estimated $2K sold.

Advocacy Wealth Management Services first reported a position in MRSH in Q1 2016 and held it in 17 quarters. The position peaked at $54K in Q1 2016. 1,149 funds tracked by Wall St. Rank hold MRSH as of Q2 2022.

Advocacy Wealth Management Services reported no remaining Marsh position as of Q2 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 12 Marsh shares in Q2 2022, an estimated $2K.
Advocacy Wealth Management Services first reported a position in Marsh in Q1 2016 and held it in 17 quarters.
Advocacy Wealth Management Services's Marsh position peaked at $54K in Q1 2016.
1,149 funds tracked by Wall St. Rank held Marsh as of Q2 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2022, filed 6 Jul 2022.