FSWA
MASI

Financial Synergies Wealth Advisors’s Masimo MASI Stock Holding History

Financial Synergies Wealth Advisors’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
2024
Q2 		– Sell
-2
Closed -$294 – 288
2024
Q1 		$294 Buy
+2
New +$258 ﹤0.01% 483
2023
Q4 		– Sell
-2
Closed -$176 – 514
2023
Q3 		$176 Hold
2
– – ﹤0.01% 486
2023
Q2 		$330 Buy
2
+1
+100% +$174 ﹤0.01% 468
2023
Q1 		$185 Buy
+1
New +$169 ﹤0.01% 482

Other funds holding MASI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Financial Synergies Wealth Advisors's MASI Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Masimo (MASI) in Q2 2024, closing a stake of 2 shares — an estimated $294 sold.

Financial Synergies Wealth Advisors first reported a position in MASI in Q1 2023 and held it in 4 quarters. The position peaked at $330 in Q2 2023. 352 funds tracked by Wall St. Rank hold MASI as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Masimo position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 2 Masimo shares in Q2 2024, an estimated $294.
  • Financial Synergies Wealth Advisors first reported a position in Masimo in Q1 2023 and held it in 4 quarters.
  • Financial Synergies Wealth Advisors's Masimo position peaked at $330 in Q2 2023.
  • 352 funds tracked by Wall St. Rank held Masimo as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.