OWA
MASI

One Wealth Advisors’s Masimo MASI Stock Holding History

One 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
2019
Q2 		– Sell
-168
Closed -$23K – 325
2019
Q1 		$23K Buy
+168
New +$21.1K 0.02% 260
2018
Q4 		– Sell
-1,063
Closed -$132K – 320
2018
Q3 		$132K Sell
1,063
-151
-12% -$16.8K 0.1% 161
2018
Q2 		$119K Hold
1,214
– – 0.1% 173
2018
Q1 		$107K Sell
1,214
-559
-32% -$48.7K 0.09% 166
2017
Q4 		$150K Buy
+1,773
New +$154K 0.12% 152

Other funds holding MASI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

One Wealth Advisors's MASI Position: Q2 2019 in Review

One Wealth Advisors sold out of Masimo (MASI) in Q2 2019, closing a stake of 168 shares — an estimated $23K sold.

One Wealth Advisors first reported a position in MASI in Q4 2017 and held it in 5 quarters. The position peaked at $150K in Q4 2017. 385 funds tracked by Wall St. Rank hold MASI as of Q2 2019.

  • One Wealth Advisors reported no remaining Masimo position as of Q2 2019 after selling out during the quarter.
  • One Wealth Advisors sold 168 Masimo shares in Q2 2019, an estimated $23K.
  • One Wealth Advisors first reported a position in Masimo in Q4 2017 and held it in 5 quarters.
  • One Wealth Advisors's Masimo position peaked at $150K in Q4 2017.
  • 385 funds tracked by Wall St. Rank held Masimo as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.