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Alliance Wealth Advisors (Utah)’s Masco MAS Stock Holding History

Alliance Wealth Advisors (Utah)’s Portfolio MAS Stock Details MAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-5,894
Closed -$293K – 232
2023
Q1 		$293K Buy
5,894
+136
+2% +$7.01K 0.12% 177
2022
Q4 		$269K Buy
+5,758
New +$277K 0.12% 173

Other funds holding MAS

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s MAS Position: Q2 2023 in Review

Alliance Wealth Advisors (Utah) sold out of Masco (MAS) in Q2 2023, closing a stake of 5,894 shares — an estimated $293K sold.

Alliance Wealth Advisors (Utah) first reported a position in MAS in Q4 2022 and held it in 2 quarters. The position peaked at $293K in Q1 2023. 715 funds tracked by Wall St. Rank hold MAS as of Q2 2023.

  • Alliance Wealth Advisors (Utah) reported no remaining Masco position as of Q2 2023 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 5,894 Masco shares in Q2 2023, an estimated $293K.
  • Alliance Wealth Advisors (Utah) first reported a position in Masco in Q4 2022 and held it in 2 quarters.
  • Alliance Wealth Advisors (Utah)'s Masco position peaked at $293K in Q1 2023.
  • 715 funds tracked by Wall St. Rank held Masco as of Q2 2023.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2023, filed 11 Aug 2023.