LWCFA
CS

Loring Wolcott & Coolidge Fiduciary Advisors’s Credit Suisse Group CS Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio CS Stock Details CS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-410
Closed -$4K – 961
2021
Q2 		$4K Buy
+410
New +$4.35K ﹤0.01% 777

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PPA
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Arrowstreet Capital
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D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Credit Suisse Group (CS) in Q3 2021, closing a stake of 410 shares — an estimated $4K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CS in Q2 2021 and held it in 1 quarter. The position peaked at $4K in Q2 2021. 194 funds tracked by Wall St. Rank hold CS as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Credit Suisse Group position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 410 Credit Suisse Group shares in Q3 2021, an estimated $4K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Credit Suisse Group in Q2 2021 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Credit Suisse Group position peaked at $4K in Q2 2021.
  • 194 funds tracked by Wall St. Rank held Credit Suisse Group as of Q3 2021.

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