LWCFA
CCXI

Loring Wolcott & Coolidge Fiduciary Advisors’s ChemoCentryx, Inc. CCXI Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio CCXI Stock Details CCXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-99
Closed -$6K – 748
2020
Q4 		$6K Buy
+99
New +$5.67K ﹤0.01% 682

Other funds holding CCXI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of ChemoCentryx, Inc. (CCXI) in Q1 2021, closing a stake of 99 shares — an estimated $6K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CCXI in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 183 funds tracked by Wall St. Rank hold CCXI as of Q1 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining ChemoCentryx, Inc. position as of Q1 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 99 ChemoCentryx, Inc. shares in Q1 2021, an estimated $6K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ChemoCentryx, Inc. in Q4 2020 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's ChemoCentryx, Inc. position peaked at $6K in Q4 2020.
  • 183 funds tracked by Wall St. Rank held ChemoCentryx, Inc. as of Q1 2021.

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