TWP
MRSH

TFO Wealth Partners’s Marsh MRSH Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-1
Closed -$206 – 488
2024
Q1 		$206 Sell
1
-1
-50% -$199 ﹤0.01% 481
2023
Q4 		$379 Hold
2
– – ﹤0.01% 429
2023
Q3 		$376 Buy
2
+1
+100% +$192 ﹤0.01% 555
2023
Q2 		$188 Hold
1
– – ﹤0.01% 521
2023
Q1 		$167 Sell
1
-264
-100% -$44K ﹤0.01% 527
2022
Q4 		$3.81K Buy
+265
New +$43.3K ﹤0.01% 191
2022
Q3 		– Sell
-8
Closed -$1K – 350
2022
Q2 		$1K Buy
+8
New +$1.28K ﹤0.01% 436
2020
Q4 		– Sell
-41
Closed -$5K – 133
2020
Q3 		$5K Buy
+41
New +$4.7K ﹤0.01% 106

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return