DWP
MASI

Destiny Wealth Partners’s Masimo MASI Stock Holding History

Destiny Wealth Partners’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
-21
Closed -$3.11K – 439
2022
Q4 		$3.11K Hold
21
– – ﹤0.01% 599
2022
Q3 		$3K Hold
21
– – ﹤0.01% 520
2022
Q2 		$3K Hold
21
– – ﹤0.01% 548
2022
Q1 		$3K Hold
21
– – ﹤0.01% 484
2021
Q4 		$6K Hold
21
– – ﹤0.01% 475
2021
Q3 		$6K Buy
+21
New +$5.69K ﹤0.01% 449
2021
Q2 		– Sell
-21
Closed -$5K – 368
2021
Q1 		$5K Hold
21
– – ﹤0.01% 457
2020
Q4 		$6K Buy
+21
New +$5.24K ﹤0.01% 443

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

Destiny Wealth Partners's MASI Position: Q1 2023 in Review

Destiny Wealth Partners sold out of Masimo (MASI) in Q1 2023, closing a stake of 21 shares — an estimated $3.11K sold.

Destiny Wealth Partners first reported a position in MASI in Q4 2020 and held it in 8 quarters. The position peaked at $6K in Q4 2021. 427 funds tracked by Wall St. Rank hold MASI as of Q1 2023.

  • Destiny Wealth Partners reported no remaining Masimo position as of Q1 2023 after selling out during the quarter.
  • Destiny Wealth Partners sold 21 Masimo shares in Q1 2023, an estimated $3.11K.
  • Destiny Wealth Partners first reported a position in Masimo in Q4 2020 and held it in 8 quarters.
  • Destiny Wealth Partners's Masimo position peaked at $6K in Q4 2021.
  • 427 funds tracked by Wall St. Rank held Masimo as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.