FCA
MRSH

FinTrust Capital Advisors’s Marsh MRSH Stock Holding History

FinTrust Capital 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
Q3 		$37.5K Hold
168
– – 0.01% 661
2024
Q2 		$35.4K Buy
168
+83
+98% +$17.1K 0.01% 634
2024
Q1 		$17.5K Sell
85
-12
-12% -$2.39K ﹤0.01% 763
2023
Q4 		$18.4K Sell
97
-51
-34% -$9.86K ﹤0.01% 714
2023
Q3 		$28.2K Buy
148
+5
+3% +$958 0.01% 591
2023
Q2 		$23.7K Hold
143
– – 0.01% 610
2023
Q1 		$23.7K Hold
143
– – 0.01% 608
2022
Q4 		$23.7K Sell
143
-78
-35% -$12.8K 0.01% 607
2022
Q3 		$35K Buy
221
+31
+16% +$4.97K 0.01% 586
2022
Q2 		$30K Buy
190
+128
+206% +$20.5K 0.01% 632
2022
Q1 		$11K Buy
+62
New +$9.77K ﹤0.01% 920
2019
Q2 		– Sell
-14
Closed -$1K – 1175
2019
Q1 		$1K Hold
14
– – ﹤0.01% 1203
2018
Q4 		$1K Buy
+14
New +$1.17K ﹤0.01% 1220

Other funds holding MRSH

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return