Arkadios Wealth Advisors’s Masimo MASI Stock Holding History

Arkadios Wealth Advisors’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
2023 Q3	–	Sell	-3,984	Closed	-$656K	–	731
2023 Q2	$656K	Buy	3,984 +19	+0.5%	+$3.31K	0.08%	250
2023 Q1	$732K	Buy	3,965 +832	+27%	+$140K	0.09%	235
2022 Q4	$464K	Sell	3,133 -35	-1%	-$4.82K	0.06%	299
2022 Q3	$447K	Sell	3,168 -969	-23%	-$142K	0.07%	291
2022 Q2	$541K	Buy	4,137 +2,674	+183%	+$358K	0.08%	264
2022 Q1	$213K	Buy	+1,463	New	+$281K	0.03%	521
2021 Q4	–	Sell	-68	Closed	-$18K	–	1279
2021 Q3	$18K	Hold	68	–	–	﹤0.01%	1255
2021 Q2	$16K	Hold	68	–	–	﹤0.01%	1380
2021 Q1	$15K	Hold	68	–	–	﹤0.01%	1061
2020 Q4	$18K	Buy	+68	New	+$17K	﹤0.01%	783

Other funds holding MASI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

PCM

Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Arkadios Wealth Advisors's MASI Position: Q3 2023 in Review

Arkadios Wealth Advisors sold out of Masimo (MASI) in Q3 2023, closing a stake of 3,984 shares — an estimated $656K sold.

Arkadios Wealth Advisors first reported a position in MASI in Q4 2020 and held it in 10 quarters. The position peaked at $732K in Q1 2023. 356 funds tracked by Wall St. Rank hold MASI as of Q3 2023.

Arkadios Wealth Advisors reported no remaining Masimo position as of Q3 2023 after selling out during the quarter.
Arkadios Wealth Advisors sold 3,984 Masimo shares in Q3 2023, an estimated $656K.
Arkadios Wealth Advisors first reported a position in Masimo in Q4 2020 and held it in 10 quarters.
Arkadios Wealth Advisors's Masimo position peaked at $732K in Q1 2023.
356 funds tracked by Wall St. Rank held Masimo as of Q3 2023.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.