First Trust Direct Indexing’s Masimo MASI Stock Holding History

First Trust Direct Indexing’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
2022 Q2	–	Sell	-1,820	Closed	-$265K	–	672
2022 Q1	$265K	Buy	+1,820	New	+$349K	0.03%	539

Other funds holding MASI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

LIP

Liontrust Investment Partners London, United Kingdom $5.86B AUM 23.75% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Trust Direct Indexing's MASI Position: Q2 2022 in Review

First Trust Direct Indexing sold out of Masimo (MASI) in Q2 2022, closing a stake of 1,820 shares — an estimated $265K sold.

First Trust Direct Indexing first reported a position in MASI in Q1 2022 and held it in 1 quarter. The position peaked at $265K in Q1 2022. 416 funds tracked by Wall St. Rank hold MASI as of Q2 2022.

First Trust Direct Indexing reported no remaining Masimo position as of Q2 2022 after selling out during the quarter.
First Trust Direct Indexing sold 1,820 Masimo shares in Q2 2022, an estimated $265K.
First Trust Direct Indexing first reported a position in Masimo in Q1 2022 and held it in 1 quarter.
First Trust Direct Indexing's Masimo position peaked at $265K in Q1 2022.
416 funds tracked by Wall St. Rank held Masimo as of Q2 2022.

Based on First Trust Direct Indexing's 13F filing for Q2 2022, filed 18 Jul 2022.