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Mascoma Wealth Management’s TriNet TNET Stock Holding History

Mascoma Wealth Management’s Portfolio TNET Stock Details TNET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-18
Closed -$1.8K – 494
2024
Q2 		$1.8K Hold
18
– – ﹤0.01% 467
2024
Q1 		$2.38K Hold
18
– – ﹤0.01% 424
2023
Q4 		$2.14K Hold
18
– – ﹤0.01% 440
2023
Q3 		$2.1K Hold
18
– – ﹤0.01% 462
2023
Q2 		$1.9K Hold
18
– – ﹤0.01% 447
2023
Q1 		$1.67K Hold
18
– – ﹤0.01% 548
2022
Q4 		$1.22K Buy
+18
New +$1.24K ﹤0.01% 579

Other funds holding TNET

AG
Atairos Group Bryn Mawr, Pennsylvania $1.22B AUM 38.2% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mascoma Wealth Management's TNET Position: Q3 2024 in Review

Mascoma Wealth Management sold out of TriNet (TNET) in Q3 2024, closing a stake of 18 shares — an estimated $1.8K sold.

Mascoma Wealth Management first reported a position in TNET in Q4 2022 and held it in 7 quarters. The position peaked at $2.38K in Q1 2024. 266 funds tracked by Wall St. Rank hold TNET as of Q3 2024.

  • Mascoma Wealth Management reported no remaining TriNet position as of Q3 2024 after selling out during the quarter.
  • Mascoma Wealth Management sold 18 TriNet shares in Q3 2024, an estimated $1.8K.
  • Mascoma Wealth Management first reported a position in TriNet in Q4 2022 and held it in 7 quarters.
  • Mascoma Wealth Management's TriNet position peaked at $2.38K in Q1 2024.
  • 266 funds tracked by Wall St. Rank held TriNet as of Q3 2024.

Based on Mascoma Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.