Alpha Cubed Investments’s Mama's Creations MAMA Stock Holding History

Alpha Cubed Investments’s Portfolio MAMA Stock Details MAMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$442K	Hold	32,771	–	–	0.02%	190
2025 Q3	$344K	Hold	32,771	–	–	0.01%	213
2025 Q2	$272K	Hold	32,771	–	–	0.01%	241
2025 Q1	$213K	Hold	32,771	–	–	0.01%	277
2024 Q4	$261K	Hold	32,771	–	–	0.01%	216
2024 Q3	$239K	Hold	32,771	–	–	0.01%	229
2024 Q2	$221K	Hold	32,771	–	–	0.01%	257
2024 Q1	$164K	Hold	32,771	–	–	0.01%	274
2023 Q4	$161K	Sell	32,771 -45	-0.1%	-$177	0.01%	263
2023 Q3	$143K	Sell	32,816 -32	-0.1%	-$122	0.01%	244
2023 Q2	$99.2K	Sell	32,848 -18,051	-35%	-$44K	0.01%	255
2023 Q1	$96.7K	Sell	50,899 -2,272	-4%	-$4.21K	0.01%	262
2022 Q4	$95.4K	Sell	53,171 -8,265	-13%	-$9.88K	0.01%	269
2022 Q3	$67K	Buy	61,436 +936	+2%	+$1.27K	0.01%	242
2022 Q2	$85K	Sell	60,500 -2,700	-4%	-$4.18K	0.01%	299
2022 Q1	$106K	Buy	63,200 +7,500	+13%	+$13.4K	0.01%	324
2021 Q4	$112K	Buy	55,700 +7,500	+16%	+$17K	0.01%	266
2021 Q3	$116K	Buy	+48,200	New	+$126K	0.01%	258

Other funds holding MAMA

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return

Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return