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Loring Wolcott & Coolidge Fiduciary Advisors’s Invesco MSCI Global Timber ETF CUT Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio CUT Stock Details CUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,851
Closed -$84.6K – 563
2023
Q3 		$84.6K Buy
+2,851
New +$86.4K ﹤0.01% 372

Other funds holding CUT

VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EWM
Endowment Wealth Management Appleton, Wisconsin $226M AUM 21.85% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CUT Position: Q4 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Invesco MSCI Global Timber ETF (CUT) in Q4 2023, closing a stake of 2,851 shares — an estimated $84.6K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CUT in Q3 2023 and held it in 1 quarter. The position peaked at $84.6K in Q3 2023. 41 funds tracked by Wall St. Rank hold CUT as of Q4 2023.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Invesco MSCI Global Timber ETF position as of Q4 2023 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 2,851 Invesco MSCI Global Timber ETF shares in Q4 2023, an estimated $84.6K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Invesco MSCI Global Timber ETF in Q3 2023 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Invesco MSCI Global Timber ETF position peaked at $84.6K in Q3 2023.
  • 41 funds tracked by Wall St. Rank held Invesco MSCI Global Timber ETF as of Q4 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.