Altus Wealth Group’s Marsh MRSH Stock Holding History

Altus Wealth Group’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
2021 Q1	–	Sell	-43	Closed	-$5K	–	538
2020 Q4	$5K	Buy	+43	New	+$4.89K	﹤0.01%	656

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Altus Wealth Group's MRSH Position: Q1 2021 in Review

Altus Wealth Group sold out of Marsh (MRSH) in Q1 2021, closing a stake of 43 shares — an estimated $5K sold.

Altus Wealth Group first reported a position in MRSH in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 978 funds tracked by Wall St. Rank hold MRSH as of Q1 2021.

Altus Wealth Group reported no remaining Marsh position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 43 Marsh shares in Q1 2021, an estimated $5K.
Altus Wealth Group first reported a position in Marsh in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Marsh position peaked at $5K in Q4 2020.
978 funds tracked by Wall St. Rank held Marsh as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.