PCA Investment Advisory Services’s Marsh MRSH Stock Holding History

PCA Investment Advisory Services’s Portfolio MRSH Stock Details MRSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-753	Closed	-$142K	–	299
2023 Q2	$142K	Buy	+753	New	+$134K	0.08%	154

Other funds holding MRSH

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PCA Investment Advisory Services's MRSH Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of Marsh (MRSH) in Q3 2023, closing a stake of 753 shares — an estimated $142K sold.

PCA Investment Advisory Services first reported a position in MRSH in Q2 2023 and held it in 1 quarter. The position peaked at $142K in Q2 2023. 1,292 funds tracked by Wall St. Rank hold MRSH as of Q3 2023.

PCA Investment Advisory Services reported no remaining Marsh position as of Q3 2023 after selling out during the quarter.
PCA Investment Advisory Services sold 753 Marsh shares in Q3 2023, an estimated $142K.
PCA Investment Advisory Services first reported a position in Marsh in Q2 2023 and held it in 1 quarter.
PCA Investment Advisory Services's Marsh position peaked at $142K in Q2 2023.
1,292 funds tracked by Wall St. Rank held Marsh as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.