LWA
MASI

Lowe Wealth Advisors’s Masimo MASI Stock Holding History

Lowe 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
2022
Q1 		– Sell
-25
Closed -$7K – 327
2021
Q4 		$7K Hold
25
– – ﹤0.01% 209
2021
Q3 		$7K Hold
25
– – ﹤0.01% 207
2021
Q2 		$6K Sell
25
-25
-50% -$5.7K ﹤0.01% 207
2021
Q1 		$11K Sell
50
-25
-33% -$6.28K 0.01% 174
2020
Q4 		$20K Hold
75
– – 0.01% 131
2020
Q3 		$18K Hold
75
– – 0.01% 125
2020
Q2 		$17K Hold
75
– – 0.01% 119
2020
Q1 		$13K Hold
75
– – 0.01% 130
2019
Q4 		$12K Hold
75
– – 0.01% 148
2019
Q3 		$11K Hold
75
– – 0.01% 147
2019
Q2 		$11K Buy
+75
New +$10.3K 0.01% 158

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
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
LIP
Liontrust Investment Partners London, United Kingdom $5.86B AUM 23.75% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

Lowe Wealth Advisors's MASI Position: Q1 2022 in Review

Lowe Wealth Advisors sold out of Masimo (MASI) in Q1 2022, closing a stake of 25 shares — an estimated $7K sold.

Lowe Wealth Advisors first reported a position in MASI in Q2 2019 and held it in 11 quarters. The position peaked at $20K in Q4 2020. 457 funds tracked by Wall St. Rank hold MASI as of Q1 2022.

  • Lowe Wealth Advisors reported no remaining Masimo position as of Q1 2022 after selling out during the quarter.
  • Lowe Wealth Advisors sold 25 Masimo shares in Q1 2022, an estimated $7K.
  • Lowe Wealth Advisors first reported a position in Masimo in Q2 2019 and held it in 11 quarters.
  • Lowe Wealth Advisors's Masimo position peaked at $20K in Q4 2020.
  • 457 funds tracked by Wall St. Rank held Masimo as of Q1 2022.

Based on Lowe Wealth Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.