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Loring Wolcott & Coolidge Fiduciary Advisors’s Cass Information Systems CASS Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio CASS Stock Details CASS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-158
Closed -$6K – 371
2020
Q4 		$6K Buy
+158
New +$6.59K ﹤0.01% 663

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SAM
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Loring Wolcott & Coolidge Fiduciary Advisors's CASS Position: Q1 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Cass Information Systems (CASS) in Q1 2021, closing a stake of 158 shares — an estimated $6K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CASS in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 129 funds tracked by Wall St. Rank hold CASS as of Q1 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Cass Information Systems position as of Q1 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 158 Cass Information Systems shares in Q1 2021, an estimated $6K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Cass Information Systems in Q4 2020 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Cass Information Systems position peaked at $6K in Q4 2020.
  • 129 funds tracked by Wall St. Rank held Cass Information Systems as of Q1 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.