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Evolution Wealth Advisors’s Masco MAS Stock Holding History

Evolution Wealth Advisors’s Portfolio MAS Stock Details MAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-108
Closed -$6K – 433
2021
Q3 		$6K Hold
108
– – ﹤0.01% 483
2021
Q2 		$6K Hold
108
– – ﹤0.01% 481
2021
Q1 		$6K Hold
108
– – ﹤0.01% 504
2020
Q4 		$6K Hold
108
– – ﹤0.01% 419
2020
Q3 		$6K Hold
108
– – ﹤0.01% 419
2020
Q2 		$5K Buy
+108
New +$4.68K ﹤0.01% 370
2020
Q1 		– Sell
-63
Closed -$3K – 521
2019
Q4 		$3K Sell
63
-45
-42% -$2.05K ﹤0.01% 519
2019
Q3 		$5K Hold
108
– – ﹤0.01% 277
2019
Q2 		$4K Buy
+108
New +$4.17K ﹤0.01% 299

Other funds holding MAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return