BRWA
MASI

B. Riley Wealth Advisors’s Masimo MASI Stock Holding History

B. Riley 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
Q2 		– Sell
-2,594
Closed -$479K – 1601
2023
Q1 		$479K Buy
+2,594
New +$438K 0.01% 824
2021
Q1 		– Sell
-1,261
Closed -$339K – 1390
2020
Q4 		$339K Sell
1,261
-1,037
-45% -$259K 0.02% 691
2020
Q3 		$534K Buy
+2,298
New +$515K 0.03% 504
2018
Q1 		– Sell
-3,249
Closed -$277K – 696
2017
Q4 		$277K Sell
3,249
-16
-0.5% -$1.39K 0.04% 482
2017
Q3 		$284K Sell
3,265
-27
-0.8% -$2.39K 0.05% 391
2017
Q2 		$301K Sell
3,292
-86
-3% -$7.9K 0.05% 366
2017
Q1 		$316K Sell
3,378
-159
-4% -$13.1K 0.06% 322
2016
Q4 		$239K Buy
+3,537
New +$217K 0.05% 402

Other funds holding MASI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
PCM
Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
LIP
Liontrust Investment Partners London, United Kingdom $5.86B AUM 23.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

B. Riley Wealth Advisors's MASI Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of Masimo (MASI) in Q2 2023, closing a stake of 2,594 shares — an estimated $479K sold.

B. Riley Wealth Advisors first reported a position in MASI in Q4 2016 and held it in 8 quarters. The position peaked at $534K in Q3 2020. 415 funds tracked by Wall St. Rank hold MASI as of Q2 2023.

  • B. Riley Wealth Advisors reported no remaining Masimo position as of Q2 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 2,594 Masimo shares in Q2 2023, an estimated $479K.
  • B. Riley Wealth Advisors first reported a position in Masimo in Q4 2016 and held it in 8 quarters.
  • B. Riley Wealth Advisors's Masimo position peaked at $534K in Q3 2020.
  • 415 funds tracked by Wall St. Rank held Masimo as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.