Milestone Wealth’s Masimo MASI Stock Holding History

Milestone Wealth’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 Q2	–	Sell	-161	Closed	-$47K	–	238
2022 Q1	$47K	Hold	161	–	–	0.04%	141
2021 Q4	$47K	Buy	+161	New	+$45.9K	0.04%	141

Other funds holding MASI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

LIP

Liontrust Investment Partners London, United Kingdom $6.8B AUM 23.31% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Milestone Wealth's MASI Position: Q2 2022 in Review

Milestone Wealth sold out of Masimo (MASI) in Q2 2022, closing a stake of 161 shares — an estimated $47K sold.

Milestone Wealth first reported a position in MASI in Q4 2021 and held it in 2 quarters. The position peaked at $47K in Q1 2022. 416 funds tracked by Wall St. Rank hold MASI as of Q2 2022.

Milestone Wealth reported no remaining Masimo position as of Q2 2022 after selling out during the quarter.
Milestone Wealth sold 161 Masimo shares in Q2 2022, an estimated $47K.
Milestone Wealth first reported a position in Masimo in Q4 2021 and held it in 2 quarters.
Milestone Wealth's Masimo position peaked at $47K in Q1 2022.
416 funds tracked by Wall St. Rank held Masimo as of Q2 2022.

Based on Milestone Wealth's 13F filing for Q2 2022, filed 12 Aug 2022.