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Loring Wolcott & Coolidge Fiduciary Advisors’s Loews L Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio L Stock Details L Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-156
Closed -$9K – 858
2021
Q2 		$9K Buy
+156
New +$8.73K ﹤0.01% 648

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's L Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Loews (L) in Q3 2021, closing a stake of 156 shares — an estimated $9K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in L in Q2 2021 and held it in 1 quarter. The position peaked at $9K in Q2 2021. 469 funds tracked by Wall St. Rank hold L as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Loews position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 156 Loews shares in Q3 2021, an estimated $9K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Loews in Q2 2021 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Loews position peaked at $9K in Q2 2021.
  • 469 funds tracked by Wall St. Rank held Loews as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.