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Loring Wolcott & Coolidge Fiduciary Advisors’s Netcapital NCPL Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio NCPL Stock Details NCPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-29
Closed -$354 – 582
2023
Q4 		$354 Hold
29
– – ﹤0.01% 546
2023
Q3 		$800 Hold
29
– – ﹤0.01% 596
2023
Q2 		$2.22K Buy
+29
New +$2.73K ﹤0.01% 610

Other funds holding NCPL

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's NCPL Position: Q1 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Netcapital (NCPL) in Q1 2024, closing a stake of 29 shares — an estimated $354 sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in NCPL in Q2 2023 and held it in 3 quarters. The position peaked at $2.22K in Q2 2023. 16 funds tracked by Wall St. Rank hold NCPL as of Q1 2024.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Netcapital position as of Q1 2024 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 29 Netcapital shares in Q1 2024, an estimated $354.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Netcapital in Q2 2023 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Netcapital position peaked at $2.22K in Q2 2023.
  • 16 funds tracked by Wall St. Rank held Netcapital as of Q1 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.