Fortis Advisors’s Masimo MASI Stock Holding History

Fortis 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
2020 Q2	–	Sell	-768	Closed	-$136K	–	257
2020 Q1	$136K	Buy	+768	New	+$132K	0.09%	118
2019 Q2	–	Sell	-1,510	Closed	-$209K	–	339
2019 Q1	$209K	Buy	+1,510	New	+$190K	0.11%	108

Other funds holding MASI

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

OCBV

Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fortis Advisors's MASI Position: Q2 2020 in Review

Fortis Advisors sold out of Masimo (MASI) in Q2 2020, closing a stake of 768 shares — an estimated $136K sold.

Fortis Advisors first reported a position in MASI in Q1 2019 and held it in 2 quarters. The position peaked at $209K in Q1 2019. 472 funds tracked by Wall St. Rank hold MASI as of Q2 2020.

Fortis Advisors reported no remaining Masimo position as of Q2 2020 after selling out during the quarter.
Fortis Advisors sold 768 Masimo shares in Q2 2020, an estimated $136K.
Fortis Advisors first reported a position in Masimo in Q1 2019 and held it in 2 quarters.
Fortis Advisors's Masimo position peaked at $209K in Q1 2019.
472 funds tracked by Wall St. Rank held Masimo as of Q2 2020.

Based on Fortis Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.