KWAG
MASI

Kiely Wealth Advisory Group’s Masimo MASI Stock Holding History

Kiely Wealth Advisory Group’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 		$2.68K Hold
15
– – ﹤0.01% 284
2024
Q3 		$2.43K Hold
15
– – ﹤0.01% 287
2024
Q2 		$1.92K Hold
15
– – ﹤0.01% 281
2024
Q1 		$2.06K Hold
15
– – ﹤0.01% 251
2023
Q4 		$1.9K Buy
+15
New +$1.4K ﹤0.01% 247

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Kiely Wealth Advisory Group's MASI Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Masimo (MASI) position steady in Q4 2024 at 15 shares worth $2.68K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Kiely Wealth Advisory Group first reported a position in MASI in Q4 2023 and has held it in 5 quarters since. 365 funds tracked by Wall St. Rank hold MASI as of Q4 2024.

  • Kiely Wealth Advisory Group held 15 shares of Masimo worth $2.68K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Masimo share count unchanged in Q4 2024.
  • Masimo made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #284 holding.
  • Kiely Wealth Advisory Group first reported a position in Masimo in Q4 2023 and has held it in 5 quarters since.
  • 365 funds tracked by Wall St. Rank held Masimo as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.