VWA
MRSH

V Wealth Advisors’s Marsh MRSH Stock Holding History

V 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
Q3 		– Sell
-1,279
Closed -$241K – 267
2023
Q2 		$241K Sell
1,279
-4
-0.3% -$710 0.04% 328
2023
Q1 		$214K Sell
1,283
-7
-0.5% -$1.17K 0.04% 348
2022
Q4 		$213K Buy
+1,290
New +$211K 0.04% 333

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

V Wealth Advisors's MRSH Position: Q3 2023 in Review

V Wealth Advisors sold out of Marsh (MRSH) in Q3 2023, closing a stake of 1,279 shares — an estimated $241K sold.

V Wealth Advisors first reported a position in MRSH in Q4 2022 and held it in 3 quarters. The position peaked at $241K in Q2 2023. 1,289 funds tracked by Wall St. Rank hold MRSH as of Q3 2023.

  • V Wealth Advisors reported no remaining Marsh position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 1,279 Marsh shares in Q3 2023, an estimated $241K.
  • V Wealth Advisors first reported a position in Marsh in Q4 2022 and held it in 3 quarters.
  • V Wealth Advisors's Marsh position peaked at $241K in Q2 2023.
  • 1,289 funds tracked by Wall St. Rank held Marsh as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.