Mascoma Wealth Management’s Kontoor Brands KTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-121	Closed	-$5.47K	–	540
2023 Q1	$5.47K	Sell	121 -119	-50%	-$5.64K	﹤0.01%	470
2022 Q4	$9.6K	Hold	240	–	–	﹤0.01%	411
2022 Q3	$8K	Hold	240	–	–	﹤0.01%	433
2022 Q2	$8K	Hold	240	–	–	﹤0.01%	448
2022 Q1	$10K	Hold	240	–	–	﹤0.01%	440
2021 Q4	$12K	Hold	240	–	–	﹤0.01%	383
2021 Q3	$12K	Buy	+240	New	+$13.3K	﹤0.01%	329
2021 Q2	–	Sell	-240	Closed	-$12K	–	300
2021 Q1	$12K	Buy	+240	New	+$10.7K	0.01%	335

Other funds holding KTB

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Mascoma Wealth Management sold out of Kontoor Brands (KTB) in Q2 2023, closing a stake of 121 shares — an estimated $5.47K sold.

Mascoma Wealth Management first reported a position in KTB in Q1 2021 and held it in 8 quarters. The position peaked at $12K in Q4 2021. 300 funds tracked by Wall St. Rank hold KTB as of Q2 2023.

Mascoma Wealth Management reported no remaining Kontoor Brands position as of Q2 2023 after selling out during the quarter.
Mascoma Wealth Management sold 121 Kontoor Brands shares in Q2 2023, an estimated $5.47K.
Mascoma Wealth Management first reported a position in Kontoor Brands in Q1 2021 and held it in 8 quarters.
Mascoma Wealth Management's Kontoor Brands position peaked at $12K in Q4 2021.
300 funds tracked by Wall St. Rank held Kontoor Brands as of Q2 2023.

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