GWSA
MASI

Global Wealth Strategies & Associates’s Masimo MASI Stock Holding History

Global Wealth Strategies & Associates’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
2024
Q1 		– Sell
-50
Closed -$5.86K – 373
2023
Q4 		$5.86K Hold
50
– – ﹤0.01% 195
2023
Q3 		$4.38K Hold
50
– – ﹤0.01% 213
2023
Q2 		$8.23K Hold
50
– – ﹤0.01% 179
2023
Q1 		$9.23K Hold
50
– – ﹤0.01% 167
2022
Q4 		$7.4K Buy
+50
New +$6.88K ﹤0.01% 181

Other funds holding MASI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCM
Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Global Wealth Strategies & Associates's MASI Position: Q1 2024 in Review

Global Wealth Strategies & Associates sold out of Masimo (MASI) in Q1 2024, closing a stake of 50 shares — an estimated $5.86K sold.

Global Wealth Strategies & Associates first reported a position in MASI in Q4 2022 and held it in 5 quarters. The position peaked at $9.23K in Q1 2023. 339 funds tracked by Wall St. Rank hold MASI as of Q1 2024.

  • Global Wealth Strategies & Associates reported no remaining Masimo position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 50 Masimo shares in Q1 2024, an estimated $5.86K.
  • Global Wealth Strategies & Associates first reported a position in Masimo in Q4 2022 and held it in 5 quarters.
  • Global Wealth Strategies & Associates's Masimo position peaked at $9.23K in Q1 2023.
  • 339 funds tracked by Wall St. Rank held Masimo as of Q1 2024.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2024, filed 1 Apr 2024.