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Mascoma Wealth Management’s Safe Bulkers SB Stock Holding History

Mascoma Wealth Management’s Portfolio SB Stock Details SB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,325
Closed -$3.86K – 624
2022
Q4 		$3.86K Hold
1,325
– – ﹤0.01% 516
2022
Q3 		$3K Hold
1,325
– – ﹤0.01% 544
2022
Q2 		$5K Hold
1,325
– – ﹤0.01% 506
2022
Q1 		$6K Sell
1,325
-2,000
-60% -$8.16K ﹤0.01% 494
2021
Q4 		$13K Buy
+3,325
New +$13.6K ﹤0.01% 373

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State Street
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Acadian Asset Management
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GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mascoma Wealth Management's SB Position: Q1 2023 in Review

Mascoma Wealth Management sold out of Safe Bulkers (SB) in Q1 2023, closing a stake of 1,325 shares — an estimated $3.86K sold.

Mascoma Wealth Management first reported a position in SB in Q4 2021 and held it in 5 quarters. The position peaked at $13K in Q4 2021. 99 funds tracked by Wall St. Rank hold SB as of Q1 2023.

  • Mascoma Wealth Management reported no remaining Safe Bulkers position as of Q1 2023 after selling out during the quarter.
  • Mascoma Wealth Management sold 1,325 Safe Bulkers shares in Q1 2023, an estimated $3.86K.
  • Mascoma Wealth Management first reported a position in Safe Bulkers in Q4 2021 and held it in 5 quarters.
  • Mascoma Wealth Management's Safe Bulkers position peaked at $13K in Q4 2021.
  • 99 funds tracked by Wall St. Rank held Safe Bulkers as of Q1 2023.

Based on Mascoma Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.