BWA
MASI

BDO Wealth Advisors’s Masimo MASI Stock Holding History

BDO 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
-25
Closed -$4.61K – 1031
2023
Q1 		$4.61K Buy
+25
New +$4.22K ﹤0.01% 806
2022
Q2 		– Sell
-17
Closed -$2K – 1084
2022
Q1 		$2K Hold
17
– – ﹤0.01% 935
2021
Q4 		$5K Hold
17
– – ﹤0.01% 826
2021
Q3 		$5K Sell
17
-6
-26% -$1.63K ﹤0.01% 824
2021
Q2 		$6K Hold
23
– – ﹤0.01% 840
2021
Q1 		$5K Hold
23
– – ﹤0.01% 844
2020
Q4 		$6K Hold
23
– – ﹤0.01% 616
2020
Q3 		$5K Buy
+23
New +$5.16K ﹤0.01% 559

Other funds holding MASI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $255M AUM 62.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
LIP
Liontrust Investment Partners London, United Kingdom $6.8B AUM 23.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BDO Wealth Advisors's MASI Position: Q2 2023 in Review

BDO Wealth Advisors sold out of Masimo (MASI) in Q2 2023, closing a stake of 25 shares — an estimated $4.61K sold.

BDO Wealth Advisors first reported a position in MASI in Q3 2020 and held it in 8 quarters. The position peaked at $6K in Q2 2021. 414 funds tracked by Wall St. Rank hold MASI as of Q2 2023.

  • BDO Wealth Advisors reported no remaining Masimo position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 25 Masimo shares in Q2 2023, an estimated $4.61K.
  • BDO Wealth Advisors first reported a position in Masimo in Q3 2020 and held it in 8 quarters.
  • BDO Wealth Advisors's Masimo position peaked at $6K in Q2 2021.
  • 414 funds tracked by Wall St. Rank held Masimo as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.