WWMSC
MRSH

Wagner Wealth Management (South Carolina)’s Marsh MRSH Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022
Q4 		– Sell
-17
Closed -$3K – 530
2022
Q3 		$3K Hold
17
– – ﹤0.01% 582
2022
Q2 		$3K Buy
+17
New +$2.72K ﹤0.01% 587

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s MRSH Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Marsh (MRSH) in Q4 2022, closing a stake of 17 shares — an estimated $3K sold.

Wagner Wealth Management (South Carolina) first reported a position in MRSH in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q3 2022. 1,221 funds tracked by Wall St. Rank hold MRSH as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Marsh position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 17 Marsh shares in Q4 2022, an estimated $3K.
  • Wagner Wealth Management (South Carolina) first reported a position in Marsh in Q2 2022 and held it in 2 quarters.
  • Wagner Wealth Management (South Carolina)'s Marsh position peaked at $3K in Q3 2022.
  • 1,221 funds tracked by Wall St. Rank held Marsh as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.