MWM
MDV

Mascoma Wealth Management’s Modiv Industrial MDV Stock Holding History

Mascoma Wealth Management’s Portfolio MDV Stock Details MDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-937
Closed -$13.9K – 522
2024
Q4 		$13.9K Buy
+937
New +$15.2K ﹤0.01% 313

Other funds holding MDV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mascoma Wealth Management's MDV Position: Q1 2025 in Review

Mascoma Wealth Management sold out of Modiv Industrial (MDV) in Q1 2025, closing a stake of 937 shares — an estimated $13.9K sold.

Mascoma Wealth Management first reported a position in MDV in Q4 2024 and held it in 1 quarter. The position peaked at $13.9K in Q4 2024. 56 funds tracked by Wall St. Rank hold MDV as of Q1 2025.

  • Mascoma Wealth Management reported no remaining Modiv Industrial position as of Q1 2025 after selling out during the quarter.
  • Mascoma Wealth Management sold 937 Modiv Industrial shares in Q1 2025, an estimated $13.9K.
  • Mascoma Wealth Management first reported a position in Modiv Industrial in Q4 2024 and held it in 1 quarter.
  • Mascoma Wealth Management's Modiv Industrial position peaked at $13.9K in Q4 2024.
  • 56 funds tracked by Wall St. Rank held Modiv Industrial as of Q1 2025.

Based on Mascoma Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.