MWM
X

Mascoma Wealth Management’s US Steel X Stock Holding History

Mascoma Wealth Management’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-64
Closed -$2.42K – 504
2024
Q2 		$2.42K Hold
64
– – ﹤0.01% 453
2024
Q1 		$2.61K Hold
64
– – ﹤0.01% 421
2023
Q4 		$3.11K Hold
64
– – ﹤0.01% 430
2023
Q3 		$2.08K Hold
64
– – ﹤0.01% 465
2023
Q2 		$1.53K Hold
64
– – ﹤0.01% 453
2023
Q1 		$1.46K Hold
64
– – ﹤0.01% 553
2022
Q4 		$1.6K Buy
+64
New +$1.48K ﹤0.01% 570

Other funds holding X

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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 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 X Position: Q3 2024 in Review

Mascoma Wealth Management sold out of US Steel (X) in Q3 2024, closing a stake of 64 shares — an estimated $2.42K sold.

Mascoma Wealth Management first reported a position in X in Q4 2022 and held it in 7 quarters. The position peaked at $3.11K in Q4 2023. 475 funds tracked by Wall St. Rank hold X as of Q3 2024.

  • Mascoma Wealth Management reported no remaining US Steel position as of Q3 2024 after selling out during the quarter.
  • Mascoma Wealth Management sold 64 US Steel shares in Q3 2024, an estimated $2.42K.
  • Mascoma Wealth Management first reported a position in US Steel in Q4 2022 and held it in 7 quarters.
  • Mascoma Wealth Management's US Steel position peaked at $3.11K in Q4 2023.
  • 475 funds tracked by Wall St. Rank held US Steel as of Q3 2024.

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