MTWM
HCSG icon

Masso Torrence Wealth Management’s Healthcare Services Group HCSG Stock Holding History

Masso Torrence Wealth Management’s Portfolio HCSG Stock Details HCSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-345
Closed -$6K – 190
2021
Q4 		$6K Buy
+345
New +$6.71K ﹤0.01% 300

Other funds holding HCSG

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Masso Torrence Wealth Management's HCSG Position: Q1 2022 in Review

Masso Torrence Wealth Management sold out of Healthcare Services Group (HCSG) in Q1 2022, closing a stake of 345 shares — an estimated $6K sold.

Masso Torrence Wealth Management first reported a position in HCSG in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 213 funds tracked by Wall St. Rank hold HCSG as of Q1 2022.

  • Masso Torrence Wealth Management reported no remaining Healthcare Services Group position as of Q1 2022 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 345 Healthcare Services Group shares in Q1 2022, an estimated $6K.
  • Masso Torrence Wealth Management first reported a position in Healthcare Services Group in Q4 2021 and held it in 1 quarter.
  • Masso Torrence Wealth Management's Healthcare Services Group position peaked at $6K in Q4 2021.
  • 213 funds tracked by Wall St. Rank held Healthcare Services Group as of Q1 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.