HHM Wealth Advisors’s Masimo MASI Stock Holding History

HHM Wealth Advisors’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 Q4	–	Sell	-625	Closed	-$83.3K	–	1033
2024 Q3	$83.3K	Hold	625	–	–	0.01%	271
2024 Q2	$78.7K	Buy	625 +125	+25%	+$16.5K	0.01%	277
2024 Q1	$73.4K	Hold	500	–	–	0.01%	250
2023 Q4	$58.6K	Hold	500	–	–	0.01%	271
2023 Q3	$43.8K	Hold	500	–	–	0.01%	291
2023 Q2	$82.3K	Hold	500	–	–	0.02%	227
2023 Q1	$92.3K	Hold	500	–	–	0.02%	206
2022 Q4	$74K	Hold	500	–	–	0.02%	202
2022 Q3	$71K	Hold	500	–	–	0.02%	190
2022 Q2	$65K	Sell	500 -54	-10%	-$7.22K	0.02%	249
2022 Q1	$81K	Hold	554	–	–	0.02%	242
2021 Q4	$162K	Hold	554	–	–	0.04%	160
2021 Q3	$150K	Hold	554	–	–	0.04%	166
2021 Q2	$134K	Buy	554 +54	+11%	+$12.3K	0.04%	177
2021 Q1	$115K	Hold	500	–	–	0.04%	168
2020 Q4	$134K	Hold	500	–	–	0.05%	138
2020 Q3	$118K	Hold	500	–	–	0.05%	132
2020 Q2	$114K	Hold	500	–	–	0.05%	123
2020 Q1	$89K	Buy	+500	New	+$85.8K	0.04%	130

Other funds holding MASI

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

HHM Wealth Advisors's MASI Position: Q4 2024 in Review

HHM Wealth Advisors sold out of Masimo (MASI) in Q4 2024, closing a stake of 625 shares — an estimated $83.3K sold.

HHM Wealth Advisors first reported a position in MASI in Q1 2020 and held it in 19 quarters. The position peaked at $162K in Q4 2021. 365 funds tracked by Wall St. Rank hold MASI as of Q4 2024.

HHM Wealth Advisors reported no remaining Masimo position as of Q4 2024 after selling out during the quarter.
HHM Wealth Advisors sold 625 Masimo shares in Q4 2024, an estimated $83.3K.
HHM Wealth Advisors first reported a position in Masimo in Q1 2020 and held it in 19 quarters.
HHM Wealth Advisors's Masimo position peaked at $162K in Q4 2021.
365 funds tracked by Wall St. Rank held Masimo as of Q4 2024.

Based on HHM Wealth Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.