RIA
MASI

Regal Investment Advisors’s Masimo MASI Stock Holding History

Regal Investment Advisors’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
2022
Q1 		– Sell
-1,184
Closed -$347K – 559
2021
Q4 		$347K Buy
1,184
+33
+3% +$9.4K 0.03% 397
2021
Q3 		$312K Buy
1,151
+29
+3% +$7.86K 0.03% 412
2021
Q2 		$272K Buy
+1,122
New +$256K 0.03% 440
2021
Q1 		– Sell
-969
Closed -$260K – 265
2020
Q4 		$260K Buy
+969
New +$242K 0.03% 391

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
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
LIP
Liontrust Investment Partners London, United Kingdom $5.86B AUM 23.75% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

Regal Investment Advisors's MASI Position: Q1 2022 in Review

Regal Investment Advisors sold out of Masimo (MASI) in Q1 2022, closing a stake of 1,184 shares — an estimated $347K sold.

Regal Investment Advisors first reported a position in MASI in Q4 2020 and held it in 4 quarters. The position peaked at $347K in Q4 2021. 457 funds tracked by Wall St. Rank hold MASI as of Q1 2022.

  • Regal Investment Advisors reported no remaining Masimo position as of Q1 2022 after selling out during the quarter.
  • Regal Investment Advisors sold 1,184 Masimo shares in Q1 2022, an estimated $347K.
  • Regal Investment Advisors first reported a position in Masimo in Q4 2020 and held it in 4 quarters.
  • Regal Investment Advisors's Masimo position peaked at $347K in Q4 2021.
  • 457 funds tracked by Wall St. Rank held Masimo as of Q1 2022.

Based on Regal Investment Advisors's 13F filing for Q1 2022, filed 9 May 2022.