MWM
BLD

Mascoma Wealth Management’s TopBuild BLD Stock Holding History

Mascoma Wealth Management’s Portfolio BLD Stock Details BLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-18
Closed -$5.38K – 504
2023
Q2 		$5.38K Hold
18
– – ﹤0.01% 385
2023
Q1 		$4.06K Hold
18
– – ﹤0.01% 496
2022
Q4 		$2.82K Hold
18
– – ﹤0.01% 545
2022
Q3 		$3K Buy
+18
New +$3.33K ﹤0.01% 520

Other funds holding BLD

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mascoma Wealth Management's BLD Position: Q3 2023 in Review

Mascoma Wealth Management sold out of TopBuild (BLD) in Q3 2023, closing a stake of 18 shares — an estimated $5.38K sold.

Mascoma Wealth Management first reported a position in BLD in Q3 2022 and held it in 4 quarters. The position peaked at $5.38K in Q2 2023. 435 funds tracked by Wall St. Rank hold BLD as of Q3 2023.

  • Mascoma Wealth Management reported no remaining TopBuild position as of Q3 2023 after selling out during the quarter.
  • Mascoma Wealth Management sold 18 TopBuild shares in Q3 2023, an estimated $5.38K.
  • Mascoma Wealth Management first reported a position in TopBuild in Q3 2022 and held it in 4 quarters.
  • Mascoma Wealth Management's TopBuild position peaked at $5.38K in Q2 2023.
  • 435 funds tracked by Wall St. Rank held TopBuild as of Q3 2023.

Based on Mascoma Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.