BCWM
MASI

Bartlett & Co Wealth Management’s Masimo MASI Stock Holding History

Bartlett & Co 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
Q1 		– Sell
-13
Closed -$3.49K – 1160
2020
Q4 		$3.49K Buy
+13
New +$3.24K ﹤0.01% 839

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bartlett & Co Wealth Management's MASI Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of Masimo (MASI) in Q1 2021, closing a stake of 13 shares — an estimated $3.49K sold.

Bartlett & Co Wealth Management first reported a position in MASI in Q4 2020 and held it in 1 quarter. The position peaked at $3.49K in Q4 2020. 478 funds tracked by Wall St. Rank hold MASI as of Q1 2021.

  • Bartlett & Co Wealth Management reported no remaining Masimo position as of Q1 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 13 Masimo shares in Q1 2021, an estimated $3.49K.
  • Bartlett & Co Wealth Management first reported a position in Masimo in Q4 2020 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Masimo position peaked at $3.49K in Q4 2020.
  • 478 funds tracked by Wall St. Rank held Masimo as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.