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Loring Wolcott & Coolidge Fiduciary Advisors’s Arrowhead Research ARWR Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio ARWR Stock Details ARWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-113
Closed -$9K – 759
2021
Q2 		$9K Buy
+113
New +$8.41K ﹤0.01% 641
2021
Q1 		– Sell
-113
Closed -$9K – 327
2020
Q4 		$9K Buy
+113
New +$7.23K ﹤0.01% 576

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $799M AUM 253.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's ARWR Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Arrowhead Research (ARWR) in Q3 2021, closing a stake of 113 shares — an estimated $9K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ARWR in Q4 2020 and held it in 2 quarters. The position peaked at $9K in Q2 2021. 297 funds tracked by Wall St. Rank hold ARWR as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Arrowhead Research position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 113 Arrowhead Research shares in Q3 2021, an estimated $9K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Arrowhead Research in Q4 2020 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Arrowhead Research position peaked at $9K in Q2 2021.
  • 297 funds tracked by Wall St. Rank held Arrowhead Research as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.