PFS
MASI

Prospera Financial Services’s Masimo MASI Stock Holding History

Prospera Financial Services’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
Q3 		– Sell
-7,899
Closed -$1.8M – 1668
2020
Q2 		$1.8M Buy
7,899
+186
+2% +$40.8K 0.16% 169
2020
Q1 		$1.37M Buy
+7,713
New +$1.32M 0.15% 169

Other funds holding MASI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Prospera Financial Services's MASI Position: Q3 2020 in Review

Prospera Financial Services sold out of Masimo (MASI) in Q3 2020, closing a stake of 7,899 shares — an estimated $1.8M sold.

Prospera Financial Services first reported a position in MASI in Q1 2020 and held it in 2 quarters. The position peaked at $1.8M in Q2 2020. 457 funds tracked by Wall St. Rank hold MASI as of Q3 2020.

  • Prospera Financial Services reported no remaining Masimo position as of Q3 2020 after selling out during the quarter.
  • Prospera Financial Services sold 7,899 Masimo shares in Q3 2020, an estimated $1.8M.
  • Prospera Financial Services first reported a position in Masimo in Q1 2020 and held it in 2 quarters.
  • Prospera Financial Services's Masimo position peaked at $1.8M in Q2 2020.
  • 457 funds tracked by Wall St. Rank held Masimo as of Q3 2020.

Based on Prospera Financial Services's 13F filing for Q3 2020, filed 4 Nov 2020.