TCWP’s Marsh MRSH Stock Holding History

TCWP’s Portfolio MRSH Stock Details MRSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-363	Closed	-$61K	–	1157
2022 Q1	$61K	Buy	+363	New	+$57.2K	0.01%	439

Other funds holding MRSH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCWP's MRSH Position: Q2 2022 in Review

TCWP sold out of Marsh (MRSH) in Q2 2022, closing a stake of 363 shares — an estimated $61K sold.

TCWP first reported a position in MRSH in Q1 2022 and held it in 1 quarter. The position peaked at $61K in Q1 2022. 1,147 funds tracked by Wall St. Rank hold MRSH as of Q2 2022.

TCWP reported no remaining Marsh position as of Q2 2022 after selling out during the quarter.
TCWP sold 363 Marsh shares in Q2 2022, an estimated $61K.
TCWP first reported a position in Marsh in Q1 2022 and held it in 1 quarter.
TCWP's Marsh position peaked at $61K in Q1 2022.
1,147 funds tracked by Wall St. Rank held Marsh as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.