BHWM
MASI

Beaird Harris Wealth Management’s Masimo MASI Stock Holding History

Beaird Harris 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
2023
Q1 		– Sell
-4
Closed -$592 – 635
2022
Q4 		$592 Buy
+4
New +$550 ﹤0.01% 688

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
PCM
Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
LIP
Liontrust Investment Partners London, United Kingdom $5.86B AUM 23.75% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beaird Harris Wealth Management's MASI Position: Q1 2023 in Review

Beaird Harris Wealth Management sold out of Masimo (MASI) in Q1 2023, closing a stake of 4 shares — an estimated $592 sold.

Beaird Harris Wealth Management first reported a position in MASI in Q4 2022 and held it in 1 quarter. The position peaked at $592 in Q4 2022. 427 funds tracked by Wall St. Rank hold MASI as of Q1 2023.

  • Beaird Harris Wealth Management reported no remaining Masimo position as of Q1 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 4 Masimo shares in Q1 2023, an estimated $592.
  • Beaird Harris Wealth Management first reported a position in Masimo in Q4 2022 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Masimo position peaked at $592 in Q4 2022.
  • 427 funds tracked by Wall St. Rank held Masimo as of Q1 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.