Wealthcare Advisory Partners’s Masimo MASI Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-21	Closed	-$5K	–	1307
2021 Q1	$5K	Buy	+21	New	+$5.28K	﹤0.01%	1657
2020 Q2	–	Sell	-11	Closed	-$2K	–	936
2020 Q1	$2K	Buy	+11	New	+$1.89K	﹤0.01%	1308
2018 Q4	–	Sell	-3,500	Closed	-$436K	–	1249
2018 Q3	$436K	Hold	3,500	–	–	0.08%	134
2018 Q2	$342K	Hold	3,500	–	–	0.07%	155
2018 Q1	$308K	Buy	+3,500	New	+$305K	0.07%	151

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Wealthcare Advisory Partners's MASI Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Masimo (MASI) in Q2 2021, closing a stake of 21 shares — an estimated $5K sold.

Wealthcare Advisory Partners first reported a position in MASI in Q1 2018 and held it in 5 quarters. The position peaked at $436K in Q3 2018. 456 funds tracked by Wall St. Rank hold MASI as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Masimo position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 21 Masimo shares in Q2 2021, an estimated $5K.
Wealthcare Advisory Partners first reported a position in Masimo in Q1 2018 and held it in 5 quarters.
Wealthcare Advisory Partners's Masimo position peaked at $436K in Q3 2018.
456 funds tracked by Wall St. Rank held Masimo as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.