Loring Wolcott & Coolidge Fiduciary Advisors’s Flowserve FLS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-200	Closed	-$7.44K	–	568
2023 Q3	$7.44K	Sell	200 -300	-60%	-$11.6K	﹤0.01%	530
2023 Q2	$18.6K	Buy	+500	New	+$17.3K	﹤0.01%	507
2021 Q3	–	Sell	-71	Closed	-$3K	–	820
2021 Q2	$3K	Buy	+71	New	+$2.93K	﹤0.01%	791
2015 Q1	–	Sell	-1,200	Closed	-$72K	–	625
2014 Q4	$72K	Hold	1,200	–	–	﹤0.01%	387
2014 Q3	$85K	Hold	1,200	–	–	﹤0.01%	356
2014 Q2	$89K	Hold	1,200	–	–	﹤0.01%	370
2014 Q1	$94K	Hold	1,200	–	–	﹤0.01%	349
2013 Q4	$95K	Buy	+1,200	New	+$83.2K	﹤0.01%	335

Other funds holding FLS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Flowserve (FLS) in Q4 2023, closing a stake of 200 shares — an estimated $7.44K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in FLS in Q4 2013 and held it in 8 quarters. The position peaked at $95K in Q4 2013. 377 funds tracked by Wall St. Rank hold FLS as of Q4 2023.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Flowserve position as of Q4 2023 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 200 Flowserve shares in Q4 2023, an estimated $7.44K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Flowserve in Q4 2013 and held it in 8 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Flowserve position peaked at $95K in Q4 2013.
377 funds tracked by Wall St. Rank held Flowserve as of Q4 2023.

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