LWCFA
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Loring Wolcott & Coolidge Fiduciary Advisors’s FormFactor FORM Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio FORM Stock Details FORM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-163
Closed -$7K – 454
2020
Q4 		$7K Buy
+163
New +$5.89K ﹤0.01% 636

Other funds holding FORM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of FormFactor (FORM) in Q1 2021, closing a stake of 163 shares — an estimated $7K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in FORM in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 247 funds tracked by Wall St. Rank hold FORM as of Q1 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining FormFactor position as of Q1 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 163 FormFactor shares in Q1 2021, an estimated $7K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in FormFactor in Q4 2020 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's FormFactor position peaked at $7K in Q4 2020.
  • 247 funds tracked by Wall St. Rank held FormFactor as of Q1 2021.

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