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Loring Wolcott & Coolidge Fiduciary Advisors’s VanEck Gold Miners ETF GDX Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio GDX Stock Details GDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5,000
Closed -$151K – 627
2023
Q2 		$151K Buy
+5,000
New +$163K ﹤0.01% 321
2015
Q2 		– Sell
-1,400
Closed -$26K – 619
2015
Q1 		$26K Buy
+1,400
New +$28.6K ﹤0.01% 495

Other funds holding GDX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of VanEck Gold Miners ETF (GDX) in Q3 2023, closing a stake of 5,000 shares — an estimated $151K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in GDX in Q1 2015 and held it in 2 quarters. The position peaked at $151K in Q2 2023. 708 funds tracked by Wall St. Rank hold GDX as of Q3 2023.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining VanEck Gold Miners ETF position as of Q3 2023 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 5,000 VanEck Gold Miners ETF shares in Q3 2023, an estimated $151K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VanEck Gold Miners ETF in Q1 2015 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's VanEck Gold Miners ETF position peaked at $151K in Q2 2023.
  • 708 funds tracked by Wall St. Rank held VanEck Gold Miners ETF as of Q3 2023.

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