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Mascoma Wealth Management’s MSCI MSCI Stock Holding History

Mascoma Wealth Management’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-11
Closed -$5.64K – 496
2023
Q3 		$5.64K Buy
+11
New +$5.78K ﹤0.01% 383
2022
Q4 		– Sell
-89
Closed -$38K – 650
2022
Q3 		$38K Sell
89
-18
-17% -$8.24K 0.01% 269
2022
Q2 		$44K Sell
107
-5
-4% -$2.18K 0.02% 255
2022
Q1 		$56K Buy
112
+36
+47% +$18.7K 0.02% 246
2021
Q4 		$47K Buy
+76
New +$47.7K 0.02% 228

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Mascoma Wealth Management sold out of MSCI (MSCI) in Q4 2023, closing a stake of 11 shares — an estimated $5.64K sold.

Mascoma Wealth Management first reported a position in MSCI in Q4 2021 and held it in 5 quarters. The position peaked at $56K in Q1 2022. 879 funds tracked by Wall St. Rank hold MSCI as of Q4 2023.

  • Mascoma Wealth Management reported no remaining MSCI position as of Q4 2023 after selling out during the quarter.
  • Mascoma Wealth Management sold 11 MSCI shares in Q4 2023, an estimated $5.64K.
  • Mascoma Wealth Management first reported a position in MSCI in Q4 2021 and held it in 5 quarters.
  • Mascoma Wealth Management's MSCI position peaked at $56K in Q1 2022.
  • 879 funds tracked by Wall St. Rank held MSCI as of Q4 2023.

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