FGAM
MASI

Financial Gravity Asset Management’s Masimo MASI Stock Holding History

Financial Gravity Asset 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
2021
Q3 		– Hold
0
– – – 131
2021
Q2 		– Hold
0
– – – 153
2019
Q4 		– Sell
-205
Closed -$31K – 1585
2019
Q3 		$31K Sell
205
-2
-1% -$304 0.03% 374
2019
Q2 		$31K Buy
+207
New +$28.4K 0.03% 407

Other funds holding MASI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Financial Gravity Asset Management's MASI Position: Q3 2021 in Review

Financial Gravity Asset Management held its Masimo (MASI) position steady in Q3 2021 at 0 shares worth $271K. The position accounts for 0.13% of the portfolio, ranked #131.

Financial Gravity Asset Management first reported a position in MASI in Q2 2019 and has held it in 2 quarters since. The position peaked at $31K in Q3 2019. 472 funds tracked by Wall St. Rank hold MASI as of Q3 2021.

  • Financial Gravity Asset Management held 0 shares of Masimo worth $271K as of Q3 2021.
  • Financial Gravity Asset Management left its Masimo share count unchanged in Q3 2021.
  • Masimo made up 0.13% of Financial Gravity Asset Management's portfolio in Q3 2021, its #131 holding.
  • Financial Gravity Asset Management first reported a position in Masimo in Q2 2019 and has held it in 2 quarters since.
  • Financial Gravity Asset Management's Masimo position peaked at $31K in Q3 2019.
  • 472 funds tracked by Wall St. Rank held Masimo as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.