Mascoma Wealth Management’s Hackett Group HCKT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-190	Closed	-$3.53K	–	530
2023 Q1	$3.53K	Hold	190	–	–	﹤0.01%	514
2022 Q4	$3.87K	Hold	190	–	–	﹤0.01%	515
2022 Q3	$3K	Hold	190	–	–	﹤0.01%	529
2022 Q2	$4K	Hold	190	–	–	﹤0.01%	519
2022 Q1	$4K	Hold	190	–	–	﹤0.01%	518
2021 Q4	$4K	Buy	+190	New	+$3.98K	﹤0.01%	469

Other funds holding HCKT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Mascoma Wealth Management sold out of Hackett Group (HCKT) in Q2 2023, closing a stake of 190 shares — an estimated $3.53K sold.

Mascoma Wealth Management first reported a position in HCKT in Q4 2021 and held it in 6 quarters. The position peaked at $4K in Q2 2022. 136 funds tracked by Wall St. Rank hold HCKT as of Q2 2023.

Mascoma Wealth Management reported no remaining Hackett Group position as of Q2 2023 after selling out during the quarter.
Mascoma Wealth Management sold 190 Hackett Group shares in Q2 2023, an estimated $3.53K.
Mascoma Wealth Management first reported a position in Hackett Group in Q4 2021 and held it in 6 quarters.
Mascoma Wealth Management's Hackett Group position peaked at $4K in Q2 2022.
136 funds tracked by Wall St. Rank held Hackett Group as of Q2 2023.

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