MWM
BRKL

Mascoma Wealth Management’s Brookline Bancorp BRKL Stock Holding History

Mascoma Wealth Management’s Portfolio BRKL Stock Details BRKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-250
Closed -$4K – 605
2022
Q1 		$4K Hold
250
– – ﹤0.01% 515
2021
Q4 		$4K Buy
+250
New +$3.98K ﹤0.01% 466

Other funds holding BRKL

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return

Mascoma Wealth Management's BRKL Position: Q2 2022 in Review

Mascoma Wealth Management sold out of Brookline Bancorp (BRKL) in Q2 2022, closing a stake of 250 shares — an estimated $4K sold.

Mascoma Wealth Management first reported a position in BRKL in Q4 2021 and held it in 2 quarters. The position peaked at $4K in Q1 2022. 194 funds tracked by Wall St. Rank hold BRKL as of Q2 2022.

  • Mascoma Wealth Management reported no remaining Brookline Bancorp position as of Q2 2022 after selling out during the quarter.
  • Mascoma Wealth Management sold 250 Brookline Bancorp shares in Q2 2022, an estimated $4K.
  • Mascoma Wealth Management first reported a position in Brookline Bancorp in Q4 2021 and held it in 2 quarters.
  • Mascoma Wealth Management's Brookline Bancorp position peaked at $4K in Q1 2022.
  • 194 funds tracked by Wall St. Rank held Brookline Bancorp as of Q2 2022.

Based on Mascoma Wealth Management's 13F filing for Q2 2022, filed 14 Jul 2022.