LWCFA
ASTE icon

Loring Wolcott & Coolidge Fiduciary Advisors’s Astec Industries ASTE Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio ASTE Stock Details ASTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-106
Closed -$7K – 760
2021
Q2 		$7K Buy
+106
New +$7.4K ﹤0.01% 689
2021
Q1 		– Sell
-106
Closed -$6K – 330
2020
Q4 		$6K Buy
+106
New +$6.04K ﹤0.01% 662

Other funds holding ASTE

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Astec Industries (ASTE) in Q3 2021, closing a stake of 106 shares — an estimated $7K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ASTE in Q4 2020 and held it in 2 quarters. The position peaked at $7K in Q2 2021. 164 funds tracked by Wall St. Rank hold ASTE as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Astec Industries position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 106 Astec Industries shares in Q3 2021, an estimated $7K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Astec Industries in Q4 2020 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Astec Industries position peaked at $7K in Q2 2021.
  • 164 funds tracked by Wall St. Rank held Astec Industries as of Q3 2021.

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