Evoke Wealth’s Masimo MASI Stock Holding History

Evoke Wealth’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
2021 Q2	–	Sell	-16	Closed	-$4K	–	1208
2021 Q1	$4K	Buy	+16	New	+$4.02K	﹤0.01%	894
2020 Q1	–	Sell	-102	Closed	-$16.1K	–	1265
2019 Q4	$16.1K	Hold	102	–	–	﹤0.01%	645
2019 Q3	$15.2K	Buy	+102	New	+$15.5K	﹤0.01%	729

Other funds holding MASI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

OCBV

Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Evoke Wealth's MASI Position: Q2 2021 in Review

Evoke Wealth sold out of Masimo (MASI) in Q2 2021, closing a stake of 16 shares — an estimated $4K sold.

Evoke Wealth first reported a position in MASI in Q3 2019 and held it in 3 quarters. The position peaked at $16.1K in Q4 2019. 456 funds tracked by Wall St. Rank hold MASI as of Q2 2021.

Evoke Wealth reported no remaining Masimo position as of Q2 2021 after selling out during the quarter.
Evoke Wealth sold 16 Masimo shares in Q2 2021, an estimated $4K.
Evoke Wealth first reported a position in Masimo in Q3 2019 and held it in 3 quarters.
Evoke Wealth's Masimo position peaked at $16.1K in Q4 2019.
456 funds tracked by Wall St. Rank held Masimo as of Q2 2021.

Based on Evoke Wealth's 13F filing for Q2 2021, filed 5 Aug 2021.