WP
MRSH

WealthSource Partners’s Marsh MRSH Stock Holding History

WealthSource Partners’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
Q2 		– Sell
-2,907
Closed -$484K – 516
2023
Q1 		$484K Buy
2,907
+13
+0.4% +$2.17K 0.03% 309
2022
Q4 		$479K Sell
2,894
-44
-1% -$7.2K 0.03% 312
2022
Q3 		$439K Buy
2,938
+774
+36% +$124K 0.03% 323
2022
Q2 		$336K Buy
2,164
+50
+2% +$8.01K 0.02% 375
2022
Q1 		$360K Buy
2,114
+121
+6% +$19.1K 0.02% 411
2021
Q4 		$346K Sell
1,993
-311
-13% -$51.7K 0.03% 393
2021
Q3 		$349K Buy
2,304
+578
+33% +$87.4K 0.03% 357
2021
Q2 		$243K Buy
+1,726
New +$231K 0.02% 409

Other funds holding MRSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $431B AUM 30.22% 1-Year Est. Return