IBEX Wealth Advisors’s Masimo MASI Stock Holding History

IBEX 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
2021 Q4	–	Sell	-199	Closed	-$54K	–	328
2021 Q3	$54K	Buy	+199	New	+$54K	0.01%	265

Other funds holding MASI

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

IBEX Wealth Advisors's MASI Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Masimo (MASI) in Q4 2021, closing a stake of 199 shares — an estimated $54K sold.

IBEX Wealth Advisors first reported a position in MASI in Q3 2021 and held it in 1 quarter. The position peaked at $54K in Q3 2021. 519 funds tracked by Wall St. Rank hold MASI as of Q4 2021.

IBEX Wealth Advisors reported no remaining Masimo position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 199 Masimo shares in Q4 2021, an estimated $54K.
IBEX Wealth Advisors first reported a position in Masimo in Q3 2021 and held it in 1 quarter.
IBEX Wealth Advisors's Masimo position peaked at $54K in Q3 2021.
519 funds tracked by Wall St. Rank held Masimo as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.