Paces Ferry Wealth Advisors’s Masimo MASI Stock Holding History

Paces Ferry 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
2020 Q4	–	Sell	-7	Closed	-$2K	–	701
2020 Q3	$2K	Buy	+7	New	+$1.57K	﹤0.01%	689

Other funds holding MASI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

OCBV

Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Paces Ferry Wealth Advisors's MASI Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Masimo (MASI) in Q4 2020, closing a stake of 7 shares — an estimated $2K sold.

Paces Ferry Wealth Advisors first reported a position in MASI in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 489 funds tracked by Wall St. Rank hold MASI as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining Masimo position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 7 Masimo shares in Q4 2020, an estimated $2K.
Paces Ferry Wealth Advisors first reported a position in Masimo in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's Masimo position peaked at $2K in Q3 2020.
489 funds tracked by Wall St. Rank held Masimo as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.