Engrave Wealth Partners’s Marsh MRSH Stock Holding History

Engrave Wealth Partners’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
2020 Q3	–	Sell	-44	Closed	-$4K	–	286
2020 Q2	$4K	Buy	+44	New	+$4.45K	﹤0.01%	343

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 $3.38T AUM 44.17% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Engrave Wealth Partners's MRSH Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Marsh (MRSH) in Q3 2020, closing a stake of 44 shares — an estimated $4K sold.

Engrave Wealth Partners first reported a position in MRSH in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 937 funds tracked by Wall St. Rank hold MRSH as of Q3 2020.

Engrave Wealth Partners reported no remaining Marsh position as of Q3 2020 after selling out during the quarter.
Engrave Wealth Partners sold 44 Marsh shares in Q3 2020, an estimated $4K.
Engrave Wealth Partners first reported a position in Marsh in Q2 2020 and held it in 1 quarter.
Engrave Wealth Partners's Marsh position peaked at $4K in Q2 2020.
937 funds tracked by Wall St. Rank held Marsh as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.