TWA
MASI

TCI Wealth Advisors’s Masimo MASI Stock Holding History

TCI 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
Q2 		– Sell
-47
Closed -$8.67K – 1366
2023
Q1 		$8.67K Hold
47
– – ﹤0.01% 1172
2022
Q4 		$6.95K Sell
47
-5
-10% -$688 ﹤0.01% 1316
2022
Q3 		$7K Buy
52
+5
+11% +$730 ﹤0.01% 1264
2022
Q2 		$6K Buy
47
+30
+176% +$4.01K ﹤0.01% 1372
2022
Q1 		$2K Sell
17
-20
-54% -$3.84K ﹤0.01% 1999
2021
Q4 		$11K Hold
37
– – ﹤0.01% 1103
2021
Q3 		$10K Sell
37
-1
-3% -$271 ﹤0.01% 1108
2021
Q2 		$9K Sell
38
-19
-33% -$4.33K ﹤0.01% 1044
2021
Q1 		$13K Buy
57
+25
+78% +$6.28K 0.01% 714
2020
Q4 		$9K Hold
32
– – ﹤0.01% 679
2020
Q3 		$8K Hold
32
– – ﹤0.01% 636
2020
Q2 		$7K Buy
32
+8
+33% +$1.76K ﹤0.01% 659
2020
Q1 		$4K Buy
24
+7
+41% +$1.2K ﹤0.01% 776
2019
Q4 		$3K Sell
17
-4
-19% -$601 ﹤0.01% 1032
2019
Q3 		$3K Buy
21
+4
+24% +$608 ﹤0.01% 965
2019
Q2 		$3K Hold
17
– – ﹤0.01% 907
2019
Q1 		$2K Hold
17
– – ﹤0.01% 1045
2018
Q4 		$2K Hold
17
– – ﹤0.01% 1018
2018
Q3 		$2K Hold
17
– – ﹤0.01% 1049
2018
Q2 		$2K Hold
17
– – ﹤0.01% 1098
2018
Q1 		$1K Hold
17
– – ﹤0.01% 1179
2017
Q4 		$1K Hold
17
– – ﹤0.01% 1229
2017
Q3 		$1K Hold
17
– – ﹤0.01% 1155
2017
Q2 		$2K Hold
17
– – ﹤0.01% 1000
2017
Q1 		$2K Hold
17
– – ﹤0.01% 952
2016
Q4 		$1K Hold
17
– – ﹤0.01% 1194
2016
Q3 		$1K Hold
17
– – ﹤0.01% 1162
2016
Q2 		$1K Buy
17
+5
+42% +$235 ﹤0.01% 1099
2016
Q1 		$1K Buy
+12
New +$451 ﹤0.01% 1107

Other funds holding MASI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
PCM
Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
LIP
Liontrust Investment Partners London, United Kingdom $5.86B AUM 23.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCI Wealth Advisors's MASI Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Masimo (MASI) in Q2 2023, closing a stake of 47 shares — an estimated $8.67K sold.

TCI Wealth Advisors first reported a position in MASI in Q1 2016 and held it in 29 quarters. The position peaked at $13K in Q1 2021. 415 funds tracked by Wall St. Rank hold MASI as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Masimo position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 47 Masimo shares in Q2 2023, an estimated $8.67K.
  • TCI Wealth Advisors first reported a position in Masimo in Q1 2016 and held it in 29 quarters.
  • TCI Wealth Advisors's Masimo position peaked at $13K in Q1 2021.
  • 415 funds tracked by Wall St. Rank held Masimo as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.