Global Wealth Management Investment Advisory’s Masco MAS Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio MAS Stock Details MAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-250	Closed	-$16.7K	–	315
2023 Q4	$16.7K	Hold	250	–	–	﹤0.01%	266
2023 Q3	$13.4K	Hold	250	–	–	﹤0.01%	275
2023 Q2	$14.3K	Buy	+250	New	+$13.1K	﹤0.01%	273
2022 Q3	–	Sell	-250	Closed	-$13K	–	331
2022 Q2	$13K	Hold	250	–	–	﹤0.01%	267
2022 Q1	$13K	Hold	250	–	–	﹤0.01%	294
2021 Q4	$18K	Hold	250	–	–	0.01%	266
2021 Q3	$14K	Hold	250	–	–	﹤0.01%	284
2021 Q2	$15K	Hold	250	–	–	0.01%	264
2021 Q1	$15K	Hold	250	–	–	0.01%	270
2020 Q4	$14K	Hold	250	–	–	0.01%	254
2020 Q3	$14K	Hold	250	–	–	0.01%	252
2020 Q2	$13K	Hold	250	–	–	0.01%	320
2020 Q1	$9K	Hold	250	–	–	﹤0.01%	346
2019 Q4	$12K	Hold	250	–	–	0.01%	330
2019 Q3	$10K	Sell	250 -300	-55%	-$12K	﹤0.01%	327
2019 Q2	$22K	Hold	550	–	–	0.01%	259
2019 Q1	$22K	Hold	550	–	–	0.01%	296
2018 Q4	$16K	Buy	+550	New	+$17.1K	0.01%	322

Other funds holding MAS

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Global Wealth Management Investment Advisory's MAS Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Masco (MAS) in Q1 2024, closing a stake of 250 shares — an estimated $16.7K sold.

Global Wealth Management Investment Advisory first reported a position in MAS in Q4 2018 and held it in 18 quarters. The position peaked at $22K in Q2 2019. 847 funds tracked by Wall St. Rank hold MAS as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Masco position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 250 Masco shares in Q1 2024, an estimated $16.7K.
Global Wealth Management Investment Advisory first reported a position in Masco in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's Masco position peaked at $22K in Q2 2019.
847 funds tracked by Wall St. Rank held Masco as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.