TFO Wealth Partners’s Masimo MASI Stock Holding History

TFO Wealth Partners’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 Q4	–	Sell	-4	Closed	-$658	–	1028
2023 Q3	$658	Buy	+4	New	+$466	﹤0.01%	380

Other funds holding MASI

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

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

PCM

Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

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

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

TFO Wealth Partners's MASI Position: Q4 2023 in Review

TFO Wealth Partners sold out of Masimo (MASI) in Q4 2023, closing a stake of 4 shares — an estimated $658 sold.

TFO Wealth Partners first reported a position in MASI in Q3 2023 and held it in 1 quarter. The position peaked at $658 in Q3 2023. 342 funds tracked by Wall St. Rank hold MASI as of Q4 2023.

TFO Wealth Partners reported no remaining Masimo position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 4 Masimo shares in Q4 2023, an estimated $658.
TFO Wealth Partners first reported a position in Masimo in Q3 2023 and held it in 1 quarter.
TFO Wealth Partners's Masimo position peaked at $658 in Q3 2023.
342 funds tracked by Wall St. Rank held Masimo as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.