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	–	1171
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

FinTrust Capital Advisors's MRSH Position: Q3 2024 in Review

FinTrust Capital Advisors held its Marsh (MRSH) position steady in Q3 2024 at 168 shares worth $37.5K. The position accounts for 0.01% of the portfolio, ranked #661.

FinTrust Capital Advisors first reported a position in MRSH in Q4 2018 and has held it in 13 quarters since. 1,529 funds tracked by Wall St. Rank hold MRSH as of Q3 2024.

FinTrust Capital Advisors held 168 shares of Marsh worth $37.5K as of Q3 2024.
FinTrust Capital Advisors left its Marsh share count unchanged in Q3 2024.
Marsh made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #661 holding.
FinTrust Capital Advisors first reported a position in Marsh in Q4 2018 and has held it in 13 quarters since.
1,529 funds tracked by Wall St. Rank held Marsh as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.