Ten Capital Wealth Advisors’s Marsh MRSH Stock Holding History

Ten Capital Wealth Advisors’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
2023 Q2	–	Sell	-72	Closed	-$12K	–	399
2023 Q1	$12K	Buy	+72	New	+$12K	﹤0.01%	355
2022 Q3	–	Sell	-46	Closed	-$7K	–	601
2022 Q2	$7K	Hold	46	–	–	﹤0.01%	304
2022 Q1	$8K	Hold	46	–	–	﹤0.01%	319
2021 Q4	$8K	Hold	46	–	–	﹤0.01%	326
2021 Q3	$7K	Hold	46	–	–	﹤0.01%	297
2021 Q2	$6K	Buy	+46	New	+$6.17K	﹤0.01%	357

Other funds holding MRSH

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ten Capital Wealth Advisors's MRSH Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Marsh (MRSH) in Q2 2023, closing a stake of 72 shares — an estimated $12K sold.

Ten Capital Wealth Advisors first reported a position in MRSH in Q2 2021 and held it in 6 quarters. The position peaked at $12K in Q1 2023. 1,256 funds tracked by Wall St. Rank hold MRSH as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Marsh position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 72 Marsh shares in Q2 2023, an estimated $12K.
Ten Capital Wealth Advisors first reported a position in Marsh in Q2 2021 and held it in 6 quarters.
Ten Capital Wealth Advisors's Marsh position peaked at $12K in Q1 2023.
1,256 funds tracked by Wall St. Rank held Marsh as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.