Global Wealth Management Investment Advisory’s Marsh MRSH Stock Holding History

Global Wealth Management Investment Advisory’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	-5	Closed	-$903	–	322
2023 Q4	$903	Hold	5	–	–	﹤0.01%	430
2023 Q3	$907	Hold	5	–	–	﹤0.01%	423
2023 Q2	$896	Buy	+5	New	+$887	﹤0.01%	426
2022 Q3	–	Sell	-17	Closed	-$3K	–	340
2022 Q2	$3K	Buy	17 +5	+42%	+$801	﹤0.01%	387
2022 Q1	$2K	Buy	+12	New	+$1.89K	﹤0.01%	422
2020 Q3	–	Sell	-18	Closed	-$2K	–	551
2020 Q2	$2K	Hold	18	–	–	﹤0.01%	522
2020 Q1	$2K	Sell	18 -16	-47%	-$1.71K	﹤0.01%	511
2019 Q4	$4K	Sell	34 -6	-15%	-$627	﹤0.01%	459
2019 Q3	$4K	Sell	40 -118	-75%	-$11.8K	﹤0.01%	426
2019 Q2	$16K	Buy	158 +136	+618%	+$13K	0.01%	307
2019 Q1	$2K	Hold	22	–	–	﹤0.01%	563
2018 Q4	$2K	Buy	+22	New	+$1.83K	﹤0.01%	594

Other funds holding MRSH

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Global Wealth Management Investment Advisory sold out of Marsh (MRSH) in Q1 2024, closing a stake of 5 shares — an estimated $903 sold.

Global Wealth Management Investment Advisory first reported a position in MRSH in Q4 2018 and held it in 12 quarters. The position peaked at $16K in Q2 2019. 1,443 funds tracked by Wall St. Rank hold MRSH as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Marsh position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 5 Marsh shares in Q1 2024, an estimated $903.
Global Wealth Management Investment Advisory first reported a position in Marsh in Q4 2018 and held it in 12 quarters.
Global Wealth Management Investment Advisory's Marsh position peaked at $16K in Q2 2019.
1,443 funds tracked by Wall St. Rank held Marsh as of Q1 2024.

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