LWCFA
BLKB icon

Loring Wolcott & Coolidge Fiduciary Advisors’s Blackbaud BLKB Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio BLKB Stock Details BLKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-88
Closed -$7K – 773
2021
Q2 		$7K Buy
+88
New +$6.34K ﹤0.01% 690
2021
Q1 		– Sell
-88
Closed -$5K – 355
2020
Q4 		$5K Buy
+88
New +$4.89K ﹤0.01% 683

Other funds holding BLKB

CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Blackbaud (BLKB) in Q3 2021, closing a stake of 88 shares — an estimated $7K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BLKB in Q4 2020 and held it in 2 quarters. The position peaked at $7K in Q2 2021. 239 funds tracked by Wall St. Rank hold BLKB as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Blackbaud position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 88 Blackbaud shares in Q3 2021, an estimated $7K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Blackbaud in Q4 2020 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Blackbaud position peaked at $7K in Q2 2021.
  • 239 funds tracked by Wall St. Rank held Blackbaud as of Q3 2021.

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