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
2020 Q1	–	Sell	-1,200	Closed	-$179K	–	351
2019 Q4	$179K	Hold	1,200	–	–	0.06%	281
2019 Q3	$179K	Buy	+1,200	New	+$182K	0.06%	281

Other funds holding MASI

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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.