VWA
MASI

V Wealth Advisors’s Masimo MASI Stock Holding History

V 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
2021
Q1 		– Sell
-750
Closed -$201K – 435
2020
Q4 		$201K Buy
+750
New +$187K 0.04% 368
2020
Q2 		– Sell
-1,283
Closed -$227K – 368
2020
Q1 		$227K Sell
1,283
-550
-30% -$94.3K 0.07% 273
2019
Q4 		$273K Hold
1,833
– – 0.1% 220
2019
Q3 		$273K Sell
1,833
-15
-0.8% -$2.28K 0.1% 219
2019
Q2 		$288K Sell
1,848
-29
-2% -$3.98K 0.11% 196
2019
Q1 		$242K Buy
+1,877
New +$236K 0.1% 210

Other funds holding MASI

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

V Wealth Advisors's MASI Position: Q1 2021 in Review

V Wealth Advisors sold out of Masimo (MASI) in Q1 2021, closing a stake of 750 shares — an estimated $201K sold.

V Wealth Advisors first reported a position in MASI in Q1 2019 and held it in 6 quarters. The position peaked at $288K in Q2 2019. 478 funds tracked by Wall St. Rank hold MASI as of Q1 2021.

  • V Wealth Advisors reported no remaining Masimo position as of Q1 2021 after selling out during the quarter.
  • V Wealth Advisors sold 750 Masimo shares in Q1 2021, an estimated $201K.
  • V Wealth Advisors first reported a position in Masimo in Q1 2019 and held it in 6 quarters.
  • V Wealth Advisors's Masimo position peaked at $288K in Q2 2019.
  • 478 funds tracked by Wall St. Rank held Masimo as of Q1 2021.

Based on V Wealth Advisors's 13F filing for Q1 2021, filed 20 Apr 2021.