Mascoma Wealth Management’s Editas Medicine EDIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-429	Closed	-$3.5K	–	519
2023 Q1	$3.5K	Hold	429	–	–	﹤0.01%	516
2022 Q4	$3.81K	Hold	429	–	–	﹤0.01%	517
2022 Q3	$5K	Hold	429	–	–	﹤0.01%	473
2022 Q2	$5K	Hold	429	–	–	﹤0.01%	497
2022 Q1	$8K	Buy	+429	New	+$7.97K	﹤0.01%	465

Other funds holding EDIT

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

APM

Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Mascoma Wealth Management's EDIT Position: Q2 2023 in Review

Mascoma Wealth Management sold out of Editas Medicine (EDIT) in Q2 2023, closing a stake of 429 shares — an estimated $3.5K sold.

Mascoma Wealth Management first reported a position in EDIT in Q1 2022 and held it in 5 quarters. The position peaked at $8K in Q1 2022. 237 funds tracked by Wall St. Rank hold EDIT as of Q2 2023.

Mascoma Wealth Management reported no remaining Editas Medicine position as of Q2 2023 after selling out during the quarter.
Mascoma Wealth Management sold 429 Editas Medicine shares in Q2 2023, an estimated $3.5K.
Mascoma Wealth Management first reported a position in Editas Medicine in Q1 2022 and held it in 5 quarters.
Mascoma Wealth Management's Editas Medicine position peaked at $8K in Q1 2022.
237 funds tracked by Wall St. Rank held Editas Medicine as of Q2 2023.

Based on Mascoma Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.