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Loring Wolcott & Coolidge Fiduciary Advisors’s Invivyd IVVD Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio IVVD Stock Details IVVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,000
Closed -$2.78K – 584
2024
Q2 		$2.78K Hold
2,000
– – ﹤0.01% 532
2024
Q1 		$4.38K Buy
+2,000
New +$8.26K ﹤0.01% 533

Other funds holding IVVD

MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
MCM
M28 Capital Management Stamford, Connecticut $53.8M AUM 28.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's IVVD Position: Q3 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Invivyd (IVVD) in Q3 2024, closing a stake of 2,000 shares — an estimated $2.78K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IVVD in Q1 2024 and held it in 2 quarters. The position peaked at $4.38K in Q1 2024. 76 funds tracked by Wall St. Rank hold IVVD as of Q3 2024.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Invivyd position as of Q3 2024 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 2,000 Invivyd shares in Q3 2024, an estimated $2.78K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Invivyd in Q1 2024 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Invivyd position peaked at $4.38K in Q1 2024.
  • 76 funds tracked by Wall St. Rank held Invivyd as of Q3 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.