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Modera Wealth Management’s Masco MAS Stock Holding History

Modera Wealth Management’s Portfolio MAS Stock Details MAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,421
Closed -$203K – 633
2024
Q3 		$203K Buy
+2,421
New +$184K ﹤0.01% 585

Other funds holding MAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Modera Wealth Management's MAS Position: Q4 2024 in Review

Modera Wealth Management sold out of Masco (MAS) in Q4 2024, closing a stake of 2,421 shares — an estimated $203K sold.

Modera Wealth Management first reported a position in MAS in Q3 2024 and held it in 1 quarter. The position peaked at $203K in Q3 2024. 854 funds tracked by Wall St. Rank hold MAS as of Q4 2024.

  • Modera Wealth Management reported no remaining Masco position as of Q4 2024 after selling out during the quarter.
  • Modera Wealth Management sold 2,421 Masco shares in Q4 2024, an estimated $203K.
  • Modera Wealth Management first reported a position in Masco in Q3 2024 and held it in 1 quarter.
  • Modera Wealth Management's Masco position peaked at $203K in Q3 2024.
  • 854 funds tracked by Wall St. Rank held Masco as of Q4 2024.

Based on Modera Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.