Personal Wealth Partners’s Marsh MRSH Stock Holding History

Personal Wealth Partners’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
2022 Q2	–	Sell	-4,872	Closed	-$830K	–	43
2022 Q1	$830K	Hold	4,872	–	–	0.36%	33
2021 Q4	$847K	Hold	4,872	–	–	0.35%	35
2021 Q3	$738K	Hold	4,872	–	–	0.31%	36
2021 Q2	$685K	Hold	4,872	–	–	0.28%	38
2021 Q1	$593K	Hold	4,872	–	–	0.27%	41
2020 Q4	$570K	Hold	4,872	–	–	0.27%	36
2020 Q3	$559K	Hold	4,872	–	–	0.29%	33
2020 Q2	$523K	Hold	4,872	–	–	0.29%	35
2020 Q1	$421K	Hold	4,872	–	–	0.25%	35
2019 Q4	$543K	Hold	4,872	–	–	0.23%	37
2019 Q3	$487K	Buy	+4,872	New	+$487K	0.22%	39
2019 Q2	–	Sell	-4,844	Closed	-$455K	–	297
2019 Q1	$455K	Hold	4,844	–	–	0.24%	34
2018 Q4	$386K	Buy	+4,844	New	+$404K	0.24%	26

Other funds holding MRSH

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Personal Wealth Partners's MRSH Position: Q2 2022 in Review

Personal Wealth Partners sold out of Marsh (MRSH) in Q2 2022, closing a stake of 4,872 shares — an estimated $830K sold.

Personal Wealth Partners first reported a position in MRSH in Q4 2018 and held it in 13 quarters. The position peaked at $847K in Q4 2021. 1,148 funds tracked by Wall St. Rank hold MRSH as of Q2 2022.

Personal Wealth Partners reported no remaining Marsh position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 4,872 Marsh shares in Q2 2022, an estimated $830K.
Personal Wealth Partners first reported a position in Marsh in Q4 2018 and held it in 13 quarters.
Personal Wealth Partners's Marsh position peaked at $847K in Q4 2021.
1,148 funds tracked by Wall St. Rank held Marsh as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.