BAM
MASI

Belpointe Asset Management’s Masimo MASI Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-339
Closed -$62.6K – 2184
2023
Q1 		$62.6K Buy
339
+81
+31% +$13.7K ﹤0.01% 1581
2022
Q4 		$38.2K Buy
+258
New +$35.5K ﹤0.01% 1775

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

Belpointe Asset Management's MASI Position: Q2 2023 in Review

Belpointe Asset Management sold out of Masimo (MASI) in Q2 2023, closing a stake of 339 shares — an estimated $62.6K sold.

Belpointe Asset Management first reported a position in MASI in Q4 2022 and held it in 2 quarters. The position peaked at $62.6K in Q1 2023. 415 funds tracked by Wall St. Rank hold MASI as of Q2 2023.

  • Belpointe Asset Management reported no remaining Masimo position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 339 Masimo shares in Q2 2023, an estimated $62.6K.
  • Belpointe Asset Management first reported a position in Masimo in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Masimo position peaked at $62.6K in Q1 2023.
  • 415 funds tracked by Wall St. Rank held Masimo as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.