Loring Wolcott & Coolidge Fiduciary Advisors’s PhenomeX Inc. Common Stock CELL Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio CELL Stock Details CELL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,000	Closed	-$980	–	663
2023 Q2	$980	Hold	2,000	–	–	﹤0.01%	618
2023 Q1	$2.32K	Hold	2,000	–	–	﹤0.01%	568
2022 Q4	$5.36K	Hold	2,000	–	–	﹤0.01%	531
2022 Q3	$6K	Hold	2,000	–	–	﹤0.01%	549
2022 Q2	$10K	Buy	+2,000	New	+$10.5K	﹤0.01%	551

Other funds holding CELL

BCM

Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

TAM

Terrapin Asset Management Miami, Florida $87.8M AUM 16.84% 1-Year Est. Return

GLAM

Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return

Crystalline Management Montreal, Quebec, Canada $112M AUM 21.13% 1-Year Est. Return

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CELL Position: Q3 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of PhenomeX Inc. Common Stock (CELL) in Q3 2023, closing a stake of 2,000 shares — an estimated $980 sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CELL in Q2 2022 and held it in 5 quarters. The position peaked at $10K in Q2 2022. 57 funds tracked by Wall St. Rank hold CELL as of Q3 2023.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining PhenomeX Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 2,000 PhenomeX Inc. Common Stock shares in Q3 2023, an estimated $980.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PhenomeX Inc. Common Stock in Q2 2022 and held it in 5 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's PhenomeX Inc. Common Stock position peaked at $10K in Q2 2022.
57 funds tracked by Wall St. Rank held PhenomeX Inc. Common Stock as of Q3 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.