Wealthfront Advisers
MASI

Wealthfront Advisers’s Masimo MASI Stock Holding History

Wealthfront Advisers’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
2022
Q1 		– Sell
-1,743
Closed -$511K – 804
2021
Q4 		$511K Buy
1,743
+138
+9% +$39.3K ﹤0.01% 589
2021
Q3 		$434K Buy
1,605
+380
+31% +$103K ﹤0.01% 580
2021
Q2 		$297K Sell
1,225
-81
-6% -$18.5K ﹤0.01% 577
2021
Q1 		$300K Buy
1,306
+26
+2% +$6.53K ﹤0.01% 507
2020
Q4 		$344K Buy
1,280
+221
+21% +$55.1K ﹤0.01% 480
2020
Q3 		$250K Buy
1,059
+8
+0.8% +$1.79K ﹤0.01% 481
2020
Q2 		$240K Buy
+1,051
New +$231K ﹤0.01% 477

Other funds holding MASI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
LIP
Liontrust Investment Partners London, United Kingdom $5.86B AUM 23.75% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

Wealthfront Advisers's MASI Position: Q1 2022 in Review

Wealthfront Advisers sold out of Masimo (MASI) in Q1 2022, closing a stake of 1,743 shares — an estimated $511K sold.

Wealthfront Advisers first reported a position in MASI in Q2 2020 and held it in 7 quarters. The position peaked at $511K in Q4 2021. 457 funds tracked by Wall St. Rank hold MASI as of Q1 2022.

  • Wealthfront Advisers reported no remaining Masimo position as of Q1 2022 after selling out during the quarter.
  • Wealthfront Advisers sold 1,743 Masimo shares in Q1 2022, an estimated $511K.
  • Wealthfront Advisers first reported a position in Masimo in Q2 2020 and held it in 7 quarters.
  • Wealthfront Advisers's Masimo position peaked at $511K in Q4 2021.
  • 457 funds tracked by Wall St. Rank held Masimo as of Q1 2022.

Based on Wealthfront Advisers's 13F filing for Q1 2022, filed 16 May 2022.