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Mascoma Wealth Management’s Gentherm THRM Stock Holding History

Mascoma Wealth Management’s Portfolio THRM Stock Details THRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-100
Closed -$4K – 410
2019
Q1 		$4K Hold
100
– – ﹤0.01% 317
2018
Q4 		$4K Hold
100
– – ﹤0.01% 312
2018
Q3 		$5K Sell
100
-500
-83% -$22.7K ﹤0.01% 328
2018
Q2 		$24K Buy
600
+500
+500% +$17.9K 0.02% 211
2018
Q1 		$3K Hold
100
– – ﹤0.01% 338
2017
Q4 		$3K Hold
100
– – ﹤0.01% 332
2017
Q3 		$4K Sell
100
-135
-57% -$4.62K ﹤0.01% 338
2017
Q2 		$9K Buy
+235
New +$8.78K 0.01% 291

Other funds holding THRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return

Mascoma Wealth Management's THRM Position: Q2 2019 in Review

Mascoma Wealth Management sold out of Gentherm (THRM) in Q2 2019, closing a stake of 100 shares — an estimated $4K sold.

Mascoma Wealth Management first reported a position in THRM in Q2 2017 and held it in 8 quarters. The position peaked at $24K in Q2 2018. 196 funds tracked by Wall St. Rank hold THRM as of Q2 2019.

  • Mascoma Wealth Management reported no remaining Gentherm position as of Q2 2019 after selling out during the quarter.
  • Mascoma Wealth Management sold 100 Gentherm shares in Q2 2019, an estimated $4K.
  • Mascoma Wealth Management first reported a position in Gentherm in Q2 2017 and held it in 8 quarters.
  • Mascoma Wealth Management's Gentherm position peaked at $24K in Q2 2018.
  • 196 funds tracked by Wall St. Rank held Gentherm as of Q2 2019.

Based on Mascoma Wealth Management's 13F filing for Q2 2019, filed 29 Jul 2019.