HGWM
MASI

Harvest Group Wealth Management’s Masimo MASI Stock Holding History

Harvest Group Wealth Management’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
2021
Q1 		– Sell
-112
Closed -$30K – 415
2020
Q4 		$30K Buy
112
+28
+33% +$6.98K 0.02% 147
2020
Q3 		$20K Sell
84
-16
-16% -$3.59K 0.01% 166
2020
Q2 		$22K Buy
+100
New +$21.9K 0.02% 151

Other funds holding MASI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Harvest Group Wealth Management's MASI Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Masimo (MASI) in Q1 2021, closing a stake of 112 shares — an estimated $30K sold.

Harvest Group Wealth Management first reported a position in MASI in Q2 2020 and held it in 3 quarters. The position peaked at $30K in Q4 2020. 478 funds tracked by Wall St. Rank hold MASI as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Masimo position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 112 Masimo shares in Q1 2021, an estimated $30K.
  • Harvest Group Wealth Management first reported a position in Masimo in Q2 2020 and held it in 3 quarters.
  • Harvest Group Wealth Management's Masimo position peaked at $30K in Q4 2020.
  • 478 funds tracked by Wall St. Rank held Masimo as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.