APWM
MASI

Atlas Private Wealth Management’s Masimo MASI Stock Holding History

Atlas Private Wealth Management’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
2021
Q2 		– Sell
-25
Closed -$6K – 261
2021
Q1 		$6K Hold
25
– – ﹤0.01% 339
2020
Q4 		$7K Hold
25
– – 0.01% 331
2020
Q3 		$6K Sell
25
-4
-14% -$897 ﹤0.01% 348
2020
Q2 		$7K Buy
+29
New +$6.37K 0.01% 363

Other funds holding MASI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Atlas Private Wealth Management's MASI Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Masimo (MASI) in Q2 2021, closing a stake of 25 shares — an estimated $6K sold.

Atlas Private Wealth Management first reported a position in MASI in Q2 2020 and held it in 4 quarters. The position peaked at $7K in Q4 2020. 456 funds tracked by Wall St. Rank hold MASI as of Q2 2021.

  • Atlas Private Wealth Management reported no remaining Masimo position as of Q2 2021 after selling out during the quarter.
  • Atlas Private Wealth Management sold 25 Masimo shares in Q2 2021, an estimated $6K.
  • Atlas Private Wealth Management first reported a position in Masimo in Q2 2020 and held it in 4 quarters.
  • Atlas Private Wealth Management's Masimo position peaked at $7K in Q4 2020.
  • 456 funds tracked by Wall St. Rank held Masimo as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.