Personal Wealth Partners’s Masimo MASI Stock Holding History

Personal Wealth Partners’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 Q1	–	Sell	-3	Closed	–	–	374
2019 Q4	$0	Hold	3	–	–	﹤0.01%	614
2019 Q3	$0	Buy	+3	New	+$456	﹤0.01%	624

Other funds holding MASI

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Personal Wealth Partners's MASI Position: Q1 2020 in Review

Personal Wealth Partners sold out of Masimo (MASI) in Q1 2020, closing a stake of 3 shares.

Personal Wealth Partners first reported a position in MASI in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 400 funds tracked by Wall St. Rank hold MASI as of Q1 2020.

Personal Wealth Partners reported no remaining Masimo position as of Q1 2020 after selling out during the quarter.
Personal Wealth Partners sold 3 Masimo shares in Q1 2020.
Personal Wealth Partners first reported a position in Masimo in Q3 2019 and held it in 2 quarters.
Personal Wealth Partners's Masimo position peaked at $0 in Q4 2019.
400 funds tracked by Wall St. Rank held Masimo as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.