Regent Peak Wealth Advisors’s Masimo MASI Stock Holding History

Regent Peak Wealth 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
2021 Q1	–	Sell	-9	Closed	-$2K	–	628
2020 Q4	$2K	Buy	+9	New	+$2.24K	﹤0.01%	828

Other funds holding MASI

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

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

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

OCBV

Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

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

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Regent Peak Wealth Advisors's MASI Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Masimo (MASI) in Q1 2021, closing a stake of 9 shares — an estimated $2K sold.

Regent Peak Wealth Advisors first reported a position in MASI in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 478 funds tracked by Wall St. Rank hold MASI as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Masimo position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 9 Masimo shares in Q1 2021, an estimated $2K.
Regent Peak Wealth Advisors first reported a position in Masimo in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Masimo position peaked at $2K in Q4 2020.
478 funds tracked by Wall St. Rank held Masimo as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.