WFA
MASI

Wipfli Financial Advisors’s Masimo MASI Stock Holding History

Wipfli Financial Advisors’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
Q3 		$118K Buy
+839
New +$123K 0.01% 654

Other funds holding MASI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Politan Capital Management New York $985M AUM 3.12% 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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wipfli Financial Advisors's MASI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Masimo (MASI) in Q3 2022: 839 shares worth $118K. The stake represents 0.01% of the portfolio and ranks #654 among its holdings.

419 funds tracked by Wall St. Rank hold MASI as of Q3 2022.

  • Wipfli Financial Advisors held 839 shares of Masimo worth $118K as of Q3 2022.
  • Masimo was a new Wipfli Financial Advisors position in Q3 2022.
  • Masimo made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #654 holding.
  • 419 funds tracked by Wall St. Rank held Masimo as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.