LWCFA
LYLT

Loring Wolcott & Coolidge Fiduciary Advisors’s Loyalty Ventures Inc. Common Stock LYLT Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio LYLT Stock Details LYLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-70
Closed -$1K – 691
2022
Q1 		$1K Hold
70
– – ﹤0.01% 630
2021
Q4 		$2K Buy
+70
New +$2.26K ﹤0.01% 705

Other funds holding LYLT

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RCM
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Vanguard Group
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's LYLT Position: Q2 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Loyalty Ventures Inc. Common Stock (LYLT) in Q2 2022, closing a stake of 70 shares — an estimated $1K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in LYLT in Q4 2021 and held it in 2 quarters. The position peaked at $2K in Q4 2021. 151 funds tracked by Wall St. Rank hold LYLT as of Q2 2022.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Loyalty Ventures Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 70 Loyalty Ventures Inc. Common Stock shares in Q2 2022, an estimated $1K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Loyalty Ventures Inc. Common Stock in Q4 2021 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Loyalty Ventures Inc. Common Stock position peaked at $2K in Q4 2021.
  • 151 funds tracked by Wall St. Rank held Loyalty Ventures Inc. Common Stock as of Q2 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.