MWM
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Mascoma Wealth Management’s Opendoor OPEN Stock Holding History

Mascoma Wealth Management’s Portfolio OPEN Stock Details OPEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-460
Closed -$614 – 558
2023
Q1 		$614 Hold
460
– – ﹤0.01% 572
2022
Q4 		$516 Hold
460
– – ﹤0.01% 604
2022
Q3 		$1K Buy
+460
New +$2.11K ﹤0.01% 584

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SCH
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SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
GC
GGV Capital Menlo Park, California $115M AUM 24.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Mascoma Wealth Management sold out of Opendoor (OPEN) in Q2 2023, closing a stake of 460 shares — an estimated $614 sold.

Mascoma Wealth Management first reported a position in OPEN in Q3 2022 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 299 funds tracked by Wall St. Rank hold OPEN as of Q2 2023.

  • Mascoma Wealth Management reported no remaining Opendoor position as of Q2 2023 after selling out during the quarter.
  • Mascoma Wealth Management sold 460 Opendoor shares in Q2 2023, an estimated $614.
  • Mascoma Wealth Management first reported a position in Opendoor in Q3 2022 and held it in 3 quarters.
  • Mascoma Wealth Management's Opendoor position peaked at $1K in Q3 2022.
  • 299 funds tracked by Wall St. Rank held Opendoor as of Q2 2023.

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