SWA
MASI

Sutton Wealth Advisors’s Masimo MASI Stock Holding History

Sutton 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
2023
Q3 		– Sell
-11
Closed -$1.81K – 878
2023
Q2 		$1.81K Hold
11
– – ﹤0.01% 709
2023
Q1 		$2.03K Sell
11
-4
-27% -$675 ﹤0.01% 642
2022
Q4 		$2.22K Sell
15
-1
-6% -$138 ﹤0.01% 1201
2022
Q3 		$2.26K Buy
16
+3
+23% +$438 ﹤0.01% 1176
2022
Q2 		$1.7K Buy
13
+11
+550% +$1.47K ﹤0.01% 1203
2022
Q1 		$291 Sell
2
-3
-60% -$576 ﹤0.01% 1543
2021
Q4 		$1.46K Buy
+5
New +$1.42K ﹤0.01% 1249
2017
Q4 		– Sell
-144
Closed -$12.5K – 1097
2017
Q3 		$12.5K Sell
144
-89
-38% -$7.87K 0.01% 706
2017
Q2 		$21.2K Sell
233
-34
-13% -$3.12K 0.02% 502
2017
Q1 		$24.9K Sell
267
-491
-65% -$40.4K 0.02% 432
2016
Q4 		$51.1K Hold
758
– – 0.05% 263
2016
Q3 		$45.1K Hold
758
– – 0.04% 277
2016
Q2 		$39.8K Hold
758
– – 0.04% 280
2016
Q1 		$31.7K Buy
+758
New +$28.5K 0.03% 326

Other funds holding MASI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Sutton Wealth Advisors's MASI Position: Q3 2023 in Review

Sutton Wealth Advisors sold out of Masimo (MASI) in Q3 2023, closing a stake of 11 shares — an estimated $1.81K sold.

Sutton Wealth Advisors first reported a position in MASI in Q1 2016 and held it in 14 quarters. The position peaked at $51.1K in Q4 2016. 356 funds tracked by Wall St. Rank hold MASI as of Q3 2023.

  • Sutton Wealth Advisors reported no remaining Masimo position as of Q3 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 11 Masimo shares in Q3 2023, an estimated $1.81K.
  • Sutton Wealth Advisors first reported a position in Masimo in Q1 2016 and held it in 14 quarters.
  • Sutton Wealth Advisors's Masimo position peaked at $51.1K in Q4 2016.
  • 356 funds tracked by Wall St. Rank held Masimo as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.