Certified Advisory Corp’s Marsh MRSH Stock Holding History

Certified Advisory Corp’s Portfolio MRSH Stock Details MRSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-220	Closed	-$27K	–	525
2021 Q1	$27K	Buy	+220	New	+$25.3K	0.01%	444
2020 Q2	$24K	Hold	220	–	–	0.01%	410
2020 Q1	$19K	Hold	220	–	–	0.01%	423
2019 Q4	$25K	Hold	220	–	–	0.01%	435
2019 Q3	$22K	Hold	220	–	–	0.01%	470
2019 Q2	$22K	Hold	220	–	–	0.01%	468
2019 Q1	$21K	Hold	220	–	–	0.01%	441
2018 Q4	$18K	Sell	220 -26	-11%	-$2.17K	0.01%	451
2018 Q3	$20K	Sell	246 -1	-0.4%	-$85	0.01%	454
2018 Q2	$20K	Hold	247	–	–	0.01%	434
2018 Q1	$20K	Hold	247	–	–	0.01%	414
2017 Q4	$19K	Buy	+247	New	+$20.5K	0.01%	381

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Certified Advisory Corp's MRSH Position: Q2 2021 in Review

Certified Advisory Corp sold out of Marsh (MRSH) in Q2 2021, closing a stake of 220 shares — an estimated $27K sold.

Certified Advisory Corp first reported a position in MRSH in Q4 2017 and held it in 12 quarters. The position peaked at $27K in Q1 2021. 1,006 funds tracked by Wall St. Rank hold MRSH as of Q2 2021.

Certified Advisory Corp reported no remaining Marsh position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 220 Marsh shares in Q2 2021, an estimated $27K.
Certified Advisory Corp first reported a position in Marsh in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's Marsh position peaked at $27K in Q1 2021.
1,006 funds tracked by Wall St. Rank held Marsh as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.