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Loring Wolcott & Coolidge Fiduciary Advisors’s Axalta AXTA Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio AXTA Stock Details AXTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-51
Closed -$2K – 762
2021
Q2 		$2K Buy
+51
New +$1.61K ﹤0.01% 835
2021
Q1 		– Sell
-128
Closed -$4K – 336
2020
Q4 		$4K Buy
+128
New +$3.49K ﹤0.01% 703

Other funds holding AXTA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
RC
Rivulet Capital Summit, New Jersey $91.2M AUM 6.8% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Axalta (AXTA) in Q3 2021, closing a stake of 51 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AXTA in Q4 2020 and held it in 2 quarters. The position peaked at $4K in Q4 2020. 310 funds tracked by Wall St. Rank hold AXTA as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Axalta position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 51 Axalta shares in Q3 2021, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Axalta in Q4 2020 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Axalta position peaked at $4K in Q4 2020.
  • 310 funds tracked by Wall St. Rank held Axalta as of Q3 2021.

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