FAIM
MASI

Financial Advocates Investment Management’s Masimo MASI Stock Holding History

Financial Advocates Investment Management’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
2022
Q4 		– Sell
-3,912
Closed -$200K – 822
2022
Q3 		$200K Buy
3,912
+2,372
+154% +$347K 0.02% 692
2022
Q2 		$202K Buy
+1,540
New +$206K 0.02% 625
2022
Q1 		– Sell
-1,341
Closed -$374K – 781
2021
Q4 		$374K Buy
1,341
+81
+6% +$23.1K 0.02% 569
2021
Q3 		$341K Hold
1,260
– – 0.02% 577
2021
Q2 		$306K Sell
1,260
-19
-1% -$4.33K 0.02% 613
2021
Q1 		$294K Sell
1,279
-10
-0.8% -$2.51K 0.02% 611
2020
Q4 		$346K Hold
1,289
– – 0.02% 529
2020
Q3 		$304K Sell
1,289
-1
-0.1% -$224 0.03% 474
2020
Q2 		$294K Buy
1,290
+1
+0.1% +$219 0.03% 469
2020
Q1 		$228K Buy
+1,289
New +$221K 0.03% 410

Other funds holding MASI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Financial Advocates Investment Management's MASI Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of Masimo (MASI) in Q4 2022, closing a stake of 3,912 shares — an estimated $200K sold.

Financial Advocates Investment Management first reported a position in MASI in Q1 2020 and held it in 10 quarters. The position peaked at $374K in Q4 2021. 405 funds tracked by Wall St. Rank hold MASI as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining Masimo position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,912 Masimo shares in Q4 2022, an estimated $200K.
  • Financial Advocates Investment Management first reported a position in Masimo in Q1 2020 and held it in 10 quarters.
  • Financial Advocates Investment Management's Masimo position peaked at $374K in Q4 2021.
  • 405 funds tracked by Wall St. Rank held Masimo as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.