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Loring Wolcott & Coolidge Fiduciary Advisors’s AZZ Inc AZZ Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio AZZ Stock Details AZZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-187
Closed -$10K – 643
2021
Q4 		$10K Hold
187
– – ﹤0.01% 597
2021
Q3 		$10K Hold
187
– – ﹤0.01% 583
2021
Q2 		$10K Buy
+187
New +$9.83K ﹤0.01% 625
2021
Q1 		– Sell
-187
Closed -$9K – 339
2020
Q4 		$9K Buy
+187
New +$7.57K ﹤0.01% 577

Other funds holding AZZ

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's AZZ Position: Q1 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of AZZ Inc (AZZ) in Q1 2022, closing a stake of 187 shares — an estimated $10K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AZZ in Q4 2020 and held it in 4 quarters. The position peaked at $10K in Q4 2021. 194 funds tracked by Wall St. Rank hold AZZ as of Q1 2022.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining AZZ Inc position as of Q1 2022 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 187 AZZ Inc shares in Q1 2022, an estimated $10K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AZZ Inc in Q4 2020 and held it in 4 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's AZZ Inc position peaked at $10K in Q4 2021.
  • 194 funds tracked by Wall St. Rank held AZZ Inc as of Q1 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.