PCWA
MAS icon

Pacific Capital Wealth Advisors’s Masco MAS Stock Holding History

Pacific Capital Wealth Advisors’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
Q3 		– Sell
-196
Closed -$13.1K – 562
2024
Q2 		$13.1K Buy
196
+174
+791% +$12.3K ﹤0.01% 286
2024
Q1 		$1.74K Buy
+22
New +$1.58K ﹤0.01% 452

Other funds holding MAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Pacific Capital Wealth Advisors's MAS Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of Masco (MAS) in Q3 2024, closing a stake of 196 shares — an estimated $13.1K sold.

Pacific Capital Wealth Advisors first reported a position in MAS in Q1 2024 and held it in 2 quarters. The position peaked at $13.1K in Q2 2024. 841 funds tracked by Wall St. Rank hold MAS as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining Masco position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 196 Masco shares in Q3 2024, an estimated $13.1K.
  • Pacific Capital Wealth Advisors first reported a position in Masco in Q1 2024 and held it in 2 quarters.
  • Pacific Capital Wealth Advisors's Masco position peaked at $13.1K in Q2 2024.
  • 841 funds tracked by Wall St. Rank held Masco as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.