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Mascoma Wealth Management’s Alector ALEC Stock Holding History

Mascoma Wealth Management’s Portfolio ALEC Stock Details ALEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-31,819
Closed -$481K – 436
2020
Q4 		$481K Buy
+31,819
New +$395K 0.24% 52
2019
Q3 		$2.68M Buy
+185,922
New +$3.36M 1.69% 15

Other funds holding ALEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
CC
Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return

Mascoma Wealth Management's ALEC Position: Q1 2021 in Review

Mascoma Wealth Management sold out of Alector (ALEC) in Q1 2021, closing a stake of 31,819 shares — an estimated $481K sold.

Mascoma Wealth Management first reported a position in ALEC in Q3 2019 and held it in 2 quarters. The position peaked at $2.68M in Q3 2019. 127 funds tracked by Wall St. Rank hold ALEC as of Q1 2021.

  • Mascoma Wealth Management reported no remaining Alector position as of Q1 2021 after selling out during the quarter.
  • Mascoma Wealth Management sold 31,819 Alector shares in Q1 2021, an estimated $481K.
  • Mascoma Wealth Management first reported a position in Alector in Q3 2019 and held it in 2 quarters.
  • Mascoma Wealth Management's Alector position peaked at $2.68M in Q3 2019.
  • 127 funds tracked by Wall St. Rank held Alector as of Q1 2021.

Based on Mascoma Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.