HWMA
MASI

Heritage Wealth Management (Arizona)’s Masimo MASI Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$17.8K Buy
120
+60
+100% +$8.26K ﹤0.01% 684
2022
Q3 		$8K Hold
60
– – ﹤0.01% 687
2022
Q2 		$7.84K Hold
60
– – ﹤0.01% 704
2022
Q1 		$9K Buy
+60
New +$11.5K ﹤0.01% 725
2021
Q3 		$16K Hold
60
– – 0.01% 589
2021
Q2 		$15K Hold
60
– – 0.01% 602
2021
Q1 		$14K Buy
+60
New +$15.1K 0.01% 539

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LIP
Liontrust Investment Partners London, United Kingdom $5.86B AUM 23.75% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s MASI Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Masimo (MASI) stake by 100% in Q4 2022, buying an estimated $8.26K and bringing the position to 120 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Heritage Wealth Management (Arizona) first reported a position in MASI in Q1 2021 and has held it in 7 quarters since. 405 funds tracked by Wall St. Rank hold MASI as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 120 shares of Masimo worth $17.8K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 60 Masimo shares in Q4 2022, an estimated $8.26K.
  • Masimo made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #684 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Masimo in Q1 2021 and has held it in 7 quarters since.
  • 405 funds tracked by Wall St. Rank held Masimo as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.