Atlas Private Wealth Management’s Marsh MRSH Stock Holding History

Atlas Private Wealth Management’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
2024 Q1	$1.01M	Buy	4,905 +757	+18%	+$151K	0.42%	74
2023 Q4	$786K	Buy	4,148 +277	+7%	+$53.5K	0.37%	76
2023 Q3	$737K	Buy	3,871 +270	+7%	+$51.7K	0.4%	75
2023 Q2	$677K	Buy	3,601 +687	+24%	+$122K	0.36%	82
2023 Q1	$485K	Buy	2,914 +142	+5%	+$23.7K	0.29%	89
2022 Q4	$459K	Buy	2,772 +221	+9%	+$36.1K	0.21%	86
2022 Q3	$381K	Buy	2,551 +328	+15%	+$52.6K	0.28%	88
2022 Q2	$345K	Buy	2,223 +133	+6%	+$21.3K	0.24%	95
2022 Q1	$356K	Buy	2,090 +131	+7%	+$20.7K	0.21%	105
2021 Q4	$341K	Sell	1,959 -11	-0.6%	-$1.83K	0.19%	109
2021 Q3	$298K	Buy	1,970 +211	+12%	+$31.9K	0.18%	103
2021 Q2	$248K	Buy	1,759 +290	+20%	+$38.9K	0.15%	110
2021 Q1	$179K	Buy	1,469 +767	+109%	+$88.3K	0.11%	122
2020 Q4	$82K	Buy	702 +19	+3%	+$2.16K	0.06%	161
2020 Q3	$78K	Buy	683 +124	+22%	+$14.2K	0.06%	158
2020 Q2	$60K	Buy	559 +325	+139%	+$32.9K	0.05%	182
2020 Q1	$20K	Buy	234 +159	+212%	+$17K	0.02%	254
2019 Q4	$8K	Buy	+75	New	+$7.83K	0.01%	367

Other funds holding MRSH

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

Atlas Private Wealth Management's MRSH Position: Q1 2024 in Review

Atlas Private Wealth Management increased its Marsh (MRSH) stake by 18% in Q1 2024, buying an estimated $151K and bringing the position to 4,905 shares worth $1.01M. The position accounts for 0.42% of the portfolio, ranked #74.

Atlas Private Wealth Management first reported a position in MRSH in Q4 2019 and has held it in 18 quarters since. 1,443 funds tracked by Wall St. Rank hold MRSH as of Q1 2024.

Atlas Private Wealth Management held 4,905 shares of Marsh worth $1.01M as of Q1 2024.
Atlas Private Wealth Management bought 757 Marsh shares in Q1 2024, an estimated $151K.
Marsh made up 0.42% of Atlas Private Wealth Management's portfolio in Q1 2024, its #74 holding.
Atlas Private Wealth Management first reported a position in Marsh in Q4 2019 and has held it in 18 quarters since.
1,443 funds tracked by Wall St. Rank held Marsh as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.