FWM
MRSH

Focused Wealth Management’s Marsh MRSH Stock Holding History

Focused Wealth Management’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
Q1 		– Sell
-19
Closed -$3.62K – 655
2023
Q4 		$3.62K Hold
19
– – ﹤0.01% 705
2023
Q3 		$3.63K Sell
19
-19
-50% -$3.64K ﹤0.01% 695
2023
Q2 		$7.21K Sell
38
-225
-86% -$39.9K ﹤0.01% 611
2023
Q1 		$43.8K Buy
263
+225
+592% +$37.5K 0.01% 327
2022
Q4 		$6.3K Hold
38
– – ﹤0.01% 606
2022
Q3 		$6K Hold
38
– – ﹤0.01% 592
2022
Q2 		$6K Hold
38
– – ﹤0.01% 588
2022
Q1 		$6K Hold
38
– – ﹤0.01% 643
2021
Q4 		$7K Buy
38
+1
+3% +$166 ﹤0.01% 645
2021
Q3 		$6K Hold
37
– – ﹤0.01% 686
2021
Q2 		$5K Hold
37
– – ﹤0.01% 722
2021
Q1 		$5K Buy
+37
New +$4.26K ﹤0.01% 712

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return