FNWA
MRSH

Financial Network Wealth Advisors’s Marsh MRSH Stock Holding History

Financial Network Wealth Advisors’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
2024
Q4 		– Sell
-20
Closed -$4.46K – 709
2024
Q3 		$4.46K Buy
20
+4
+25% +$888 ﹤0.01% 540
2024
Q2 		$3.37K Buy
+16
New +$3.29K ﹤0.01% 651

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Financial Network Wealth Advisors's MRSH Position: Q4 2024 in Review

Financial Network Wealth Advisors sold out of Marsh (MRSH) in Q4 2024, closing a stake of 20 shares — an estimated $4.46K sold.

Financial Network Wealth Advisors first reported a position in MRSH in Q2 2024 and held it in 2 quarters. The position peaked at $4.46K in Q3 2024. 1,578 funds tracked by Wall St. Rank hold MRSH as of Q4 2024.

  • Financial Network Wealth Advisors reported no remaining Marsh position as of Q4 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 20 Marsh shares in Q4 2024, an estimated $4.46K.
  • Financial Network Wealth Advisors first reported a position in Marsh in Q2 2024 and held it in 2 quarters.
  • Financial Network Wealth Advisors's Marsh position peaked at $4.46K in Q3 2024.
  • 1,578 funds tracked by Wall St. Rank held Marsh as of Q4 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.