Mascoma Wealth Management’s First Trust NASDAQ Cybersecurity ETF CIBR Stock Holding History

Mascoma Wealth Management’s Portfolio CIBR Stock Details CIBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-40	Closed	-$1.82K	–	475
2023 Q3	$1.82K	Hold	40	–	–	﹤0.01%	469
2023 Q2	$1.79K	Sell	40 -2,431	-98%	-$103K	﹤0.01%	448
2023 Q1	$98.2K	Hold	2,471	–	–	0.03%	165
2022 Q4	$95.7K	Hold	2,471	–	–	0.03%	165
2022 Q3	$95K	Hold	2,471	–	–	0.03%	168
2022 Q2	$99K	Hold	2,471	–	–	0.03%	171
2022 Q1	$131K	Hold	2,471	–	–	0.04%	155
2021 Q4	$130K	Hold	2,471	–	–	0.05%	139
2021 Q3	$120K	Buy	+2,471	New	+$122K	0.05%	137
2021 Q2	–	Sell	-2,471	Closed	-$103K	–	163
2021 Q1	$103K	Buy	+2,471	New	+$108K	0.04%	152
2019 Q3	–	Sell	-1,900	Closed	-$54K	–	121
2019 Q2	$54K	Buy	+1,900	New	+$54K	0.03%	155

Other funds holding CIBR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mascoma Wealth Management's CIBR Position: Q4 2023 in Review

Mascoma Wealth Management sold out of First Trust NASDAQ Cybersecurity ETF (CIBR) in Q4 2023, closing a stake of 40 shares — an estimated $1.82K sold.

Mascoma Wealth Management first reported a position in CIBR in Q2 2019 and held it in 11 quarters. The position peaked at $131K in Q1 2022. 487 funds tracked by Wall St. Rank hold CIBR as of Q4 2023.

Mascoma Wealth Management reported no remaining First Trust NASDAQ Cybersecurity ETF position as of Q4 2023 after selling out during the quarter.
Mascoma Wealth Management sold 40 First Trust NASDAQ Cybersecurity ETF shares in Q4 2023, an estimated $1.82K.
Mascoma Wealth Management first reported a position in First Trust NASDAQ Cybersecurity ETF in Q2 2019 and held it in 11 quarters.
Mascoma Wealth Management's First Trust NASDAQ Cybersecurity ETF position peaked at $131K in Q1 2022.
487 funds tracked by Wall St. Rank held First Trust NASDAQ Cybersecurity ETF as of Q4 2023.

Based on Mascoma Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.