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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 $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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthSource Partners's MRSH Position: Q2 2023 in Review

WealthSource Partners sold out of Marsh (MRSH) in Q2 2023, closing a stake of 2,907 shares — an estimated $484K sold.

WealthSource Partners first reported a position in MRSH in Q2 2021 and held it in 8 quarters. The position peaked at $484K in Q1 2023. 1,256 funds tracked by Wall St. Rank hold MRSH as of Q2 2023.

  • WealthSource Partners reported no remaining Marsh position as of Q2 2023 after selling out during the quarter.
  • WealthSource Partners sold 2,907 Marsh shares in Q2 2023, an estimated $484K.
  • WealthSource Partners first reported a position in Marsh in Q2 2021 and held it in 8 quarters.
  • WealthSource Partners's Marsh position peaked at $484K in Q1 2023.
  • 1,256 funds tracked by Wall St. Rank held Marsh as of Q2 2023.

Based on WealthSource Partners's 13F filing for Q2 2023, filed 15 Aug 2023.