VAG
MASI

VisionPoint Advisory Group’s Masimo MASI Stock Holding History

VisionPoint Advisory Group’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
2024
Q3 		– Sell
-20
Closed -$2.52K – 558
2024
Q2 		$2.52K Buy
20
+3
+18% +$395 ﹤0.01% 642
2024
Q1 		$2.5K Buy
+17
New +$2.19K ﹤0.01% 647
2023
Q3 		– Sell
-1
Closed -$165 – 775
2023
Q2 		$165 Buy
+1
New +$174 ﹤0.01% 596

Other funds holding MASI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PCM
Politan Capital Management New York $985M AUM 3.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

VisionPoint Advisory Group's MASI Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Masimo (MASI) in Q3 2024, closing a stake of 20 shares — an estimated $2.52K sold.

VisionPoint Advisory Group first reported a position in MASI in Q2 2023 and held it in 3 quarters. The position peaked at $2.52K in Q2 2024. 362 funds tracked by Wall St. Rank hold MASI as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Masimo position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 20 Masimo shares in Q3 2024, an estimated $2.52K.
  • VisionPoint Advisory Group first reported a position in Masimo in Q2 2023 and held it in 3 quarters.
  • VisionPoint Advisory Group's Masimo position peaked at $2.52K in Q2 2024.
  • 362 funds tracked by Wall St. Rank held Masimo as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.