WAM
MASI

Wealthspire Advisors (Maryland)’s Masimo MASI Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-28
Closed -$4K – 1352
2019
Q1 		$4K Sell
28
-5
-15% -$628 ﹤0.01% 1910
2018
Q4 		$4K Buy
33
+30
+1,000% +$3.35K ﹤0.01% 1833
2018
Q3 		$0 Buy
+3
New +$333 ﹤0.01% 2452
2018
Q1 		– Sell
-20
Closed -$2K – 2586
2017
Q4 		$2K Sell
20
-32
-62% -$2.78K ﹤0.01% 2138
2017
Q3 		$5K Hold
52
– – ﹤0.01% 1793
2017
Q2 		$5K Buy
+52
New +$4.77K ﹤0.01% 1770
2016
Q3 		– Sell
-350
Closed -$18K – 1782
2016
Q2 		$18K Sell
350
-650
-65% -$30.6K ﹤0.01% 1030
2016
Q1 		$42K Hold
1,000
– – 0.01% 745
2015
Q4 		$42K Buy
+1,000
New +$40.9K 0.01% 763

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MASI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Masimo (MASI) in Q2 2019, closing a stake of 28 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in MASI in Q4 2015 and held it in 9 quarters. The position peaked at $42K in Q1 2016. 385 funds tracked by Wall St. Rank hold MASI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Masimo position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 28 Masimo shares in Q2 2019, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in Masimo in Q4 2015 and held it in 9 quarters.
  • Wealthspire Advisors (Maryland)'s Masimo position peaked at $42K in Q1 2016.
  • 385 funds tracked by Wall St. Rank held Masimo as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.