CPA
MASI

Capital Performance Advisors’s Masimo MASI Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-11
Closed -$1.47K – 1615
2024
Q3 		$1.47K Buy
+11
New +$1.28K ﹤0.01% 1718

Other funds holding MASI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Capital Performance Advisors's MASI Position: Q4 2024 in Review

Capital Performance Advisors sold out of Masimo (MASI) in Q4 2024, closing a stake of 11 shares — an estimated $1.47K sold.

Capital Performance Advisors first reported a position in MASI in Q3 2024 and held it in 1 quarter. The position peaked at $1.47K in Q3 2024. 365 funds tracked by Wall St. Rank hold MASI as of Q4 2024.

  • Capital Performance Advisors reported no remaining Masimo position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 11 Masimo shares in Q4 2024, an estimated $1.47K.
  • Capital Performance Advisors first reported a position in Masimo in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Masimo position peaked at $1.47K in Q3 2024.
  • 365 funds tracked by Wall St. Rank held Masimo as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.