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Authentikos Wealth Advisory’s Marsh MRSH Stock Holding History

Authentikos Wealth Advisory’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
2023
Q4 		– Sell
-14
Closed -$2.66K – 374
2023
Q3 		$2.66K Buy
+14
New +$2.68K ﹤0.01% 398

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Authentikos Wealth Advisory's MRSH Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of Marsh (MRSH) in Q4 2023, closing a stake of 14 shares — an estimated $2.66K sold.

Authentikos Wealth Advisory first reported a position in MRSH in Q3 2023 and held it in 1 quarter. The position peaked at $2.66K in Q3 2023. 1,375 funds tracked by Wall St. Rank hold MRSH as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining Marsh position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 14 Marsh shares in Q4 2023, an estimated $2.66K.
  • Authentikos Wealth Advisory first reported a position in Marsh in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's Marsh position peaked at $2.66K in Q3 2023.
  • 1,375 funds tracked by Wall St. Rank held Marsh as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.