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Garrett Wealth Advisory Group’s Marsh MRSH Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-50
Closed -$5K – 414
2019
Q3 		$5K Buy
+50
New +$5K ﹤0.01% 371

Other funds holding MRSH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Garrett Wealth Advisory Group's MRSH Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Marsh (MRSH) in Q4 2019, closing a stake of 50 shares — an estimated $5K sold.

Garrett Wealth Advisory Group first reported a position in MRSH in Q3 2019 and held it in 1 quarter. The position peaked at $5K in Q3 2019. 924 funds tracked by Wall St. Rank hold MRSH as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Marsh position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 50 Marsh shares in Q4 2019, an estimated $5K.
  • Garrett Wealth Advisory Group first reported a position in Marsh in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Marsh position peaked at $5K in Q3 2019.
  • 924 funds tracked by Wall St. Rank held Marsh as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.