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Loring Wolcott & Coolidge Fiduciary Advisors’s ACI Worldwide ACIW Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio ACIW Stock Details ACIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-209
Closed -$6K – 719
2021
Q3 		$6K Hold
209
– – ﹤0.01% 638
2021
Q2 		$8K Buy
+209
New +$8.17K ﹤0.01% 661
2021
Q1 		– Sell
-209
Closed -$8K – 303
2020
Q4 		$8K Buy
+209
New +$7K ﹤0.01% 597

Other funds holding ACIW

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
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ACIW Position: Q4 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of ACI Worldwide (ACIW) in Q4 2021, closing a stake of 209 shares — an estimated $6K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ACIW in Q4 2020 and held it in 3 quarters. The position peaked at $8K in Q2 2021. 277 funds tracked by Wall St. Rank hold ACIW as of Q4 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining ACI Worldwide position as of Q4 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 209 ACI Worldwide shares in Q4 2021, an estimated $6K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ACI Worldwide in Q4 2020 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's ACI Worldwide position peaked at $8K in Q2 2021.
  • 277 funds tracked by Wall St. Rank held ACI Worldwide as of Q4 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.