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Mascoma Wealth Management’s Solid Power SLDP Stock Holding History

Mascoma Wealth Management’s Portfolio SLDP Stock Details SLDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-36,739
Closed -$83.4K – 574
2023
Q1 		$83.4K Hold
36,739
– – 0.02% 184
2022
Q4 		$93.3K Buy
36,739
+22,000
+149% +$94K 0.03% 168
2022
Q3 		$78K Hold
14,739
– – 0.03% 190
2022
Q2 		$79K Buy
14,739
+5,350
+57% +$41.8K 0.03% 196
2022
Q1 		$81K Buy
+9,389
New +$72.9K 0.03% 207

Other funds holding SLDP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
YCM
Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Mascoma Wealth Management sold out of Solid Power (SLDP) in Q2 2023, closing a stake of 36,739 shares — an estimated $83.4K sold.

Mascoma Wealth Management first reported a position in SLDP in Q1 2022 and held it in 5 quarters. The position peaked at $93.3K in Q4 2022. 151 funds tracked by Wall St. Rank hold SLDP as of Q2 2023.

  • Mascoma Wealth Management reported no remaining Solid Power position as of Q2 2023 after selling out during the quarter.
  • Mascoma Wealth Management sold 36,739 Solid Power shares in Q2 2023, an estimated $83.4K.
  • Mascoma Wealth Management first reported a position in Solid Power in Q1 2022 and held it in 5 quarters.
  • Mascoma Wealth Management's Solid Power position peaked at $93.3K in Q4 2022.
  • 151 funds tracked by Wall St. Rank held Solid Power as of Q2 2023.

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